Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $39,562 | $138,385-71.4% | $184,243-78.5% | $80,925-51.1% |
| Participation rate | 41.0% | 83.9%-42.9pp | 86.8%-45.8pp | 67.7%-26.6pp |
| Annual return | 22.21% | 20.02%+2.2pp | 28.82%-6.6pp | 35.65%-13.4pp |
| Employer contribution / active EE | $1,782 | $4,851-63.3% | $6,427-72.3% | $2,756-35.4% |
| Participant deferral / active EE | $5,651 | $7,075-20.1% | $9,132-38.1% | $4,299+31.5% |
| Admin fee / account holder | $8,002 | $10,489-23.7% | $13,914-42.5% | $6,940+15.3% |