Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,740 | $80,992-73.2% | $96,534-77.5% | $75,173-71.1% |
| Participation rate | 64.3% | 71.8%-7.5pp | 76.0%-11.7pp | 67.2%-2.9pp |
| Annual return | 14.16% | 27.05%-12.9pp | 25.88%-11.7pp | 160.72%-146.6pp |
| Employer contribution / active EE | $1,232 | $2,283-46.0% | $2,965-58.5% | $2,671-53.9% |
| Participant deferral / active EE | $2,584 | $3,929-34.2% | $4,851-46.7% | $4,126-37.4% |
| Admin fee / account holder | $3,055 | $6,717-54.5% | $8,253-63.0% | $5,651-45.9% |