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 | $30,867 | $95,453-67.7% | $112,040-72.5% | $82,448-62.6% |
| Participation rate | 32.3% | 72.8%-40.5pp | 76.5%-44.2pp | 68.1%-35.8pp |
| Annual return | 21.79% | 23.92%-2.1pp | 24.52%-2.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,289 | $2,318-44.4% | $2,954-56.4% | $2,551-49.5% |
| Participant deferral / active EE | $4,317 | $4,224+2.2% | $5,098-15.3% | $4,139+4.3% |
| Admin fee / account holder | $3,266 | $9,013-63.8% | $12,098-73.0% | $7,234-54.9% |