Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $27,325 | $86,940-68.6% | $102,434-73.3% | $80,935-66.2% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.7%+0.3pp |
| Annual return | 17.93% | 18.89%-1.0pp | 29.46%-11.5pp | 35.66%-17.7pp |
| Employer contribution / active EE | $1,756 | $2,370-25.9% | $3,023-41.9% | $2,757-36.3% |
| Participant deferral / active EE | $2,178 | $4,121-47.2% | $5,055-56.9% | $4,299-49.3% |
| Admin fee / account holder | $650 | $8,047-91.9% | $9,462-93.1% | $6,924-90.6% |