Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,921 | $79,955-86.3% | $98,461-88.9% | $75,173-85.5% |
| Participation rate | 65.7% | 70.4%-4.7pp | 75.2%-9.5pp | 67.2%-1.5pp |
| Annual return | 31.46% | 19.75%+11.7pp | 21.17%+10.3pp | 160.72%-129.3pp |
| Employer contribution / active EE | $822 | $2,264-63.7% | $3,049-73.0% | $2,671-69.2% |
| Participant deferral / active EE | $3,796 | $3,752+1.2% | $4,738-19.9% | $4,126-8.0% |
| Admin fee / account holder | $512 | $6,841-92.5% | $8,961-94.3% | $5,651-90.9% |