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 | $13,491 | $65,361-79.4% | $92,903-85.5% | $72,983-81.5% |
| Participation rate | 45.8% | 68.3%-22.6pp | 76.0%-30.2pp | 69.5%-23.7pp |
| Annual return | 165.32% | 42.11%+123.2pp | 109.43%+55.9pp | 81.01%+84.3pp |
| Employer contribution / active EE | $1,225 | $2,594-52.8% | $3,653-66.5% | $2,440-49.8% |
| Participant deferral / active EE | $2,406 | $3,128-23.1% | $4,238-43.2% | $3,608-33.3% |
| Admin fee / account holder | $480 | $4,251-88.7% | $5,795-91.7% | $5,124-90.6% |