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 | $24,034 | $181,896-86.8% | $156,551-84.6% | $273,972-91.2% |
| Participation rate | 61.5% | 88.4%-26.8pp | 84.0%-22.5pp | 83.0%-21.5pp |
| Annual return | 8.79% | 30.74%-22.0pp | 32.23%-23.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,095 | $6,248-66.5% | $5,501-61.9% | $4,869-57.0% |
| Participant deferral / active EE | $3,806 | $5,550-31.4% | $4,871-21.9% | $5,287-28.0% |
| Admin fee / account holder | $1,007 | $15,560-93.5% | $13,028-92.3% | $10,133-90.1% |