Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $23,639 | $136,860-82.7% | $120,344-80.4% | $154,746-84.7% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 15.36% | 21.38%-6.0pp | 20.30%-4.9pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,628 | $3,533-53.9% | $3,020-46.1% | $4,379-62.8% |
| Participant deferral / active EE | $2,450 | $5,793-57.7% | $5,135-52.3% | $6,730-63.6% |
| Admin fee / account holder | $5,310 | $15,393-65.5% | $12,742-58.3% | $14,365-63.0% |