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 | $14,063 | $86,922-83.8% | $102,438-86.3% | $80,874-82.6% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.6%-8.2pp |
| Annual return | 14.86% | 18.90%-4.0pp | 29.37%-14.5pp | 35.62%-20.8pp |
| Employer contribution / active EE | $1,632 | $2,369-31.1% | $3,024-46.0% | $2,756-40.8% |
| Participant deferral / active EE | $2,272 | $4,119-44.8% | $5,054-55.0% | $4,297-47.1% |
| Admin fee / account holder | $645 | $8,050-92.0% | $9,448-93.2% | $6,935-90.7% |