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 | $21,378 | $110,137-80.6% | $161,149-86.7% | $82,637-74.1% |
| Participation rate | 60.4% | 72.4%-12.0pp | 78.8%-18.5pp | 68.1%-7.7pp |
| Annual return | 33.92% | 20.69%+13.2pp | 21.16%+12.8pp | 53.51%-19.6pp |
| Employer contribution / active EE | $1,909 | $2,856-33.2% | $4,360-56.2% | $2,552-25.2% |
| Participant deferral / active EE | $4,202 | $4,575-8.1% | $6,153-31.7% | $4,126+1.8% |
| Admin fee / account holder | $5,974 | $9,467-36.9% | $15,194-60.7% | $7,339-18.6% |