Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,246 | $80,674-71.2% | $119,126-80.5% | $64,340-63.9% |
| Participation rate | 38.7% | 55.2%-16.5pp | 75.8%-37.1pp | 55.2%-16.5pp |
| Annual return | 20.05% | 26.86%-6.8pp | 282.11%-262.1pp | 24.14%-4.1pp |
| Employer contribution / active EE | $1,752 | $2,564-31.7% | $4,034-56.6% | $1,862-5.9% |
| Participant deferral / active EE | $2,086 | $3,053-31.7% | $5,318-60.8% | $2,980-30.0% |
| Admin fee / account holder | $2,018 | $4,559-55.7% | $10,693-81.1% | $3,703-45.5% |