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 | $13,291 | $65,367-79.7% | $92,915-85.7% | $72,976-81.8% |
| Participation rate | 43.5% | 68.3%-24.8pp | 76.0%-32.5pp | 69.5%-26.0pp |
| Annual return | 31.49% | 42.11%-10.6pp | 109.45%-78.0pp | 81.02%-49.5pp |
| Employer contribution / active EE | $1,123 | $2,594-56.7% | $3,653-69.2% | $2,440-54.0% |
| Participant deferral / active EE | $2,497 | $3,128-20.2% | $4,238-41.1% | $3,608-30.8% |
| Admin fee / account holder | $1,166 | $4,251-72.6% | $5,796-79.9% | $5,124-77.2% |