Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,379 | $81,476-82.4% | $102,383-86.0% | $80,925-82.2% |
| Participation rate | 54.1% | 66.8%-12.8pp | 74.5%-20.5pp | 67.7%-13.6pp |
| Annual return | 10.90% | 25.59%-14.7pp | 24.94%-14.0pp | 35.65%-24.7pp |
| Employer contribution / active EE | $2,391 | $3,105-23.0% | $3,870-38.2% | $2,756-13.2% |
| Participant deferral / active EE | $3,712 | $3,871-4.1% | $5,060-26.6% | $4,299-13.6% |
| Admin fee / account holder | $7,908 | $6,717+17.7% | $8,391-5.8% | $6,940+13.9% |