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 | $29,329 | $94,031-68.8% | $115,768-74.7% | $82,448-64.4% |
| Participation rate | 68.5% | 70.4%-1.9pp | 74.4%-5.9pp | 68.1%+0.5pp |
| Annual return | 14.52% | 20.61%-6.1pp | 100.46%-85.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,166 | $2,323-49.8% | $2,940-60.3% | $2,551-54.3% |
| Participant deferral / active EE | $2,804 | $3,972-29.4% | $4,917-43.0% | $4,139-32.3% |
| Admin fee / account holder | $5,052 | $10,249-50.7% | $12,439-59.4% | $7,234-30.2% |