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 | $19,189 | $86,938-77.9% | $102,423-81.3% | $80,925-76.3% |
| Participation rate | 32.0% | 72.4%-40.4pp | 76.5%-44.5pp | 67.7%-35.7pp |
| Annual return | 24.68% | 18.89%+5.8pp | 29.42%-4.7pp | 35.65%-11.0pp |
| Employer contribution / active EE | $1,377 | $2,369-41.9% | $3,023-54.4% | $2,756-50.0% |
| Participant deferral / active EE | $3,896 | $4,120-5.4% | $5,054-22.9% | $4,299-9.4% |
| Admin fee / account holder | $4,595 | $8,053-42.9% | $9,455-51.4% | $6,940-33.8% |