Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $18,933 | $72,269-73.8% | $101,271-81.3% | $79,852-76.3% |
| Participation rate | 38.7% | 68.5%-29.8pp | 75.8%-37.1pp | 69.6%-30.9pp |
| Annual return | 11.67% | 22.29%-10.6pp | 46.48%-34.8pp | 31.72%-20.0pp |
| Employer contribution / active EE | $1,400 | $2,692-48.0% | $3,660-61.8% | $2,471-43.3% |
| Participant deferral / active EE | $1,499 | $3,282-54.3% | $4,371-65.7% | $3,740-59.9% |
| Admin fee / account holder | $4,449 | $4,401+1.1% | $5,948-25.2% | $5,306-16.2% |