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 | $14,233 | $80,855-82.4% | $153,416-90.7% | $86,983-83.6% |
| Participation rate | 37.9% | 64.1%-26.3pp | 74.3%-36.5pp | 69.5%-31.7pp |
| Annual return | 15.18% | 16.18%-1.0pp | 17.84%-2.7pp | 25.83%-10.7pp |
| Employer contribution / active EE | $654 | $2,308-71.7% | $3,764-82.6% | $2,584-74.7% |
| Participant deferral / active EE | $1,302 | $3,333-60.9% | $4,723-72.4% | $4,194-69.0% |
| Admin fee / account holder | $1,438 | $6,908-79.2% | $13,095-89.0% | $7,856-81.7% |