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 | $28,873 | $199,109-85.5% | $173,730-83.4% | $154,746-81.3% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 20.65% | 20.02%+0.6pp | 19.96%+0.7pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,208 | $5,311-77.3% | $4,577-73.6% | $4,379-72.4% |
| Participant deferral / active EE | $2,715 | $7,113-61.8% | $6,326-57.1% | $6,730-59.7% |
| Admin fee / account holder | $443 | $20,916-97.9% | $17,523-97.5% | $14,365-96.9% |