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 | $19,594 | $95,453-79.5% | $112,040-82.5% | $82,448-76.2% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.5%-7.3pp | 68.1%+1.2pp |
| Annual return | 18.42% | 23.92%-5.5pp | 24.52%-6.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,455 | $2,318-37.2% | $2,954-50.7% | $2,551-43.0% |
| Participant deferral / active EE | $2,796 | $4,224-33.8% | $5,098-45.1% | $4,139-32.4% |
| Admin fee / account holder | $590 | $9,013-93.5% | $12,098-95.1% | $7,234-91.8% |