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 | $13,267 | $78,015-83.0% | $178,505-92.6% | $80,959-83.6% |
| Participation rate | 54.8% | 65.7%-10.8pp | 77.1%-22.3pp | 67.7%-12.8pp |
| Annual return | 14.14% | 18.10%-4.0pp | 27.16%-13.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,037 | $2,281-54.6% | $3,955-73.8% | $2,757-62.4% |
| Participant deferral / active EE | $2,064 | $4,406-53.1% | $6,280-67.1% | $4,300-52.0% |
| Admin fee / account holder | $822 | $7,160-88.5% | $10,428-92.1% | $6,925-88.1% |