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 | $14,625 | $53,777-72.8% | $134,155-89.1% | $79,858-81.7% |
| Participation rate | 64.3% | 58.8%+5.5pp | 72.2%-7.9pp | 69.6%-5.3pp |
| Annual return | 13.46% | 19.01%-5.6pp | 36.34%-22.9pp | 31.72%-18.3pp |
| Employer contribution / active EE | $910 | $1,321-31.1% | $3,705-75.4% | $2,471-63.2% |
| Participant deferral / active EE | $1,527 | $2,420-36.9% | $3,500-56.4% | $3,740-59.2% |
| Admin fee / account holder | $2,091 | $3,984-47.5% | $6,685-68.7% | $5,306-60.6% |