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 | $19,737 | $62,177-68.3% | $81,370-75.7% | $74,478-73.5% |
| Participation rate | 45.7% | 64.1%-18.4pp | 69.5%-23.9pp | 67.2%-21.6pp |
| Annual return | 35.18% | 16.62%+18.6pp | 24.85%+10.3pp | 1370.56%-1335.4pp |
| Employer contribution / active EE | $858 | $1,881-54.4% | $2,464-65.2% | $2,626-67.3% |
| Participant deferral / active EE | $1,449 | $3,219-55.0% | $3,885-62.7% | $4,350-66.7% |
| Admin fee / account holder | $1,591 | $1,927-17.5% | $5,749-72.3% | $1,946-18.3% |