Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,331 | $86,949-80.1% | $102,460-83.1% | $80,959-78.6% |
| Participation rate | 54.5% | 72.4%-17.8pp | 76.5%-22.0pp | 67.7%-13.1pp |
| Annual return | 13.12% | 18.89%-5.8pp | 29.47%-16.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,556 | $2,370-34.4% | $3,025-48.6% | $2,757-43.6% |
| Participant deferral / active EE | $3,104 | $4,121-24.7% | $5,056-38.6% | $4,300-27.8% |
| Admin fee / account holder | $3,088 | $8,048-61.6% | $9,460-67.4% | $6,925-55.4% |