Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,997 | $73,978-81.1% | $96,515-85.5% | $75,173-81.4% |
| Participation rate | 52.8% | 66.4%-13.7pp | 74.3%-21.6pp | 67.2%-14.4pp |
| Annual return | 30.90% | 26.72%+4.2pp | 35.73%-4.8pp | 160.72%-129.8pp |
| Employer contribution / active EE | $2,123 | $2,931-27.6% | $3,740-43.2% | $2,671-20.5% |
| Participant deferral / active EE | $3,489 | $3,660-4.7% | $4,880-28.5% | $4,126-15.5% |
| Admin fee / account holder | $5,799 | $5,219+11.1% | $6,735-13.9% | $5,651+2.6% |