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 | $20,986 | $54,541-61.5% | $78,778-73.4% | $70,126-70.1% |
| Participation rate | 60.6% | 60.8%-0.2pp | 69.2%-8.6pp | 69.5%-8.9pp |
| Annual return | 19.35% | 21.07%-1.7pp | 35.62%-16.3pp | 73.15%-53.8pp |
| Employer contribution / active EE | $968 | $1,089-11.1% | $1,986-51.2% | $2,343-58.7% |
| Participant deferral / active EE | $3,245 | $2,210+46.8% | $2,958+9.7% | $3,332-2.6% |
| Admin fee / account holder | $550 | $3,709-85.2% | $5,134-89.3% | $4,645-88.2% |