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 | $30,466 | $100,194-69.6% | $122,979-75.2% | $86,983-65.0% |
| Participation rate | 39.7% | 73.0%-33.2pp | 77.2%-37.5pp | 69.5%-29.8pp |
| Annual return | 13.09% | 16.47%-3.4pp | 20.12%-7.0pp | 25.83%-12.7pp |
| Employer contribution / active EE | $1,130 | $2,326-51.4% | $3,062-63.1% | $2,584-56.3% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,225 | $10,148-87.9% | $12,864-90.5% | $7,856-84.4% |