Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,346 | $58,512-75.5% | $84,020-82.9% | $72,983-80.3% |
| Participation rate | 58.1% | 61.2%-3.2pp | 69.0%-10.9pp | 69.5%-11.4pp |
| Annual return | 33.16% | 28.93%+4.2pp | 71.31%-38.1pp | 81.01%-47.8pp |
| Employer contribution / active EE | $1,255 | $1,163+7.9% | $1,984-36.7% | $2,440-48.6% |
| Participant deferral / active EE | $3,404 | $2,394+42.2% | $3,239+5.1% | $3,608-5.6% |
| Admin fee / account holder | $571 | $4,569-87.5% | $6,101-90.6% | $5,124-88.9% |