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 | $29,975 | $92,224-67.5% | $105,223-71.5% | $79,634-62.4% |
| Participation rate | 43.3% | 69.2%-25.9pp | 75.0%-31.7pp | 62.5%-19.2pp |
| Annual return | 19.64% | 88.65%-69.0pp | 180.65%-161.0pp | 36.46%-16.8pp |
| Employer contribution / active EE | $1,506 | $3,965-62.0% | $3,689-59.2% | $2,529-40.5% |
| Participant deferral / active EE | $2,128 | $3,834-44.5% | $5,072-58.0% | $3,835-44.5% |
| Admin fee / account holder | $786 | $1,121-29.9% | $8,859-91.1% | $1,002-21.6% |