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 | $14,166 | $114,712-87.7% | $173,730-91.8% | $87,485-83.8% |
| Participation rate | 55.9% | 73.0%-17.1pp | 79.6%-23.7pp | 68.9%-13.0pp |
| Annual return | 23.09% | 20.18%+2.9pp | 19.96%+3.1pp | 26.06%-3.0pp |
| Employer contribution / active EE | $1,619 | $2,904-44.3% | $4,577-64.6% | $2,596-37.7% |
| Participant deferral / active EE | $2,156 | $4,642-53.5% | $6,326-65.9% | $4,274-49.5% |
| Admin fee / account holder | $2,023 | $10,210-80.2% | $17,523-88.5% | $7,775-74.0% |