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 | $18,836 | $88,042-78.6% | $138,135-86.4% | $79,856-76.4% |
| Participation rate | 57.5% | 71.4%-13.9pp | 78.7%-21.2pp | 69.6%-12.1pp |
| Annual return | 21.53% | 20.58%+1.0pp | 20.51%+1.0pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,610 | $3,103-48.1% | $5,587-71.2% | $2,471-34.9% |
| Participant deferral / active EE | $2,313 | $4,704-50.8% | $6,431-64.0% | $3,741-38.2% |
| Admin fee / account holder | $642 | $7,791-91.8% | $11,856-94.6% | $5,306-87.9% |