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 | $27,691 | $100,041-72.3% | $149,718-81.5% | $70,131-60.5% |
| Participation rate | 62.5% | 83.6%-21.1pp | 87.1%-24.6pp | 69.5%-7.0pp |
| Annual return | 15.19% | 27.43%-12.2pp | 1501.70%-1486.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,074 | $3,662-43.4% | $5,444-61.9% | $2,342-11.5% |
| Participant deferral / active EE | $4,696 | $4,983-5.7% | $6,568-28.5% | $3,332+41.0% |
| Admin fee / account holder | $5,389 | $8,286-35.0% | $11,283-52.2% | $4,645+16.0% |