Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,773 | $77,962-83.6% | $178,540-92.8% | $80,935-84.2% |
| Participation rate | 56.0% | 65.7%-9.6pp | 77.1%-21.1pp | 67.7%-11.6pp |
| Annual return | 11.05% | 18.10%-7.0pp | 27.15%-16.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,233 | $2,280-45.9% | $3,953-68.8% | $2,757-55.3% |
| Participant deferral / active EE | $2,262 | $4,404-48.6% | $6,281-64.0% | $4,299-47.4% |
| Admin fee / account holder | $5,977 | $7,156-16.5% | $10,424-42.7% | $6,924-13.7% |