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 | $21,375 | $135,956-84.3% | $123,894-82.7% | $273,972-92.2% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 12.18% | 56.63%-44.4pp | 47.52%-35.3pp | 41.46%-29.3pp |
| Employer contribution / active EE | $2,430 | $5,170-53.0% | $4,617-47.4% | $4,869-50.1% |
| Participant deferral / active EE | $4,928 | $6,343-22.3% | $5,984-17.6% | $5,287-6.8% |
| Admin fee / account holder | $7,084 | $9,817-27.8% | $8,357-15.2% | $10,133-30.1% |