Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,851 | $79,894-78.9% | $135,792-87.6% | $82,637-79.6% |
| Participation rate | 64.0% | 63.0%+1.0pp | 72.6%-8.6pp | 68.1%-4.1pp |
| Annual return | 21.41% | 17.20%+4.2pp | 25.96%-4.6pp | 53.51%-32.1pp |
| Employer contribution / active EE | $2,976 | $2,165+37.5% | $3,496-14.9% | $2,552+16.6% |
| Participant deferral / active EE | $3,565 | $3,194+11.6% | $4,759-25.1% | $4,126-13.6% |
| Admin fee / account holder | $520 | $6,434-91.9% | $12,266-95.8% | $7,339-92.9% |