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 | $22,271 | $60,349-63.1% | $74,184-70.0% | $62,881-64.6% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 8.01% | 21.38%-13.4pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $652 | $1,680-61.2% | $2,370-72.5% | $2,281-71.4% |
| Participant deferral / active EE | $1,677 | $2,856-41.3% | $3,550-52.8% | $3,203-47.6% |
| Admin fee / account holder | $1,147 | $4,261-73.1% | $5,586-79.5% | $4,296-73.3% |