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 | $18,620 | $102,385-81.8% | $147,080-87.3% | $80,935-77.0% |
| Participation rate | 68.3% | 75.9%-7.5pp | 82.2%-13.8pp | 67.7%+0.7pp |
| Annual return | 18.07% | 135.09%-117.0pp | 420.17%-402.1pp | 35.66%-17.6pp |
| Employer contribution / active EE | $2,265 | $3,717-39.1% | $4,933-54.1% | $2,757-17.8% |
| Participant deferral / active EE | $4,084 | $6,651-38.6% | $8,066-49.4% | $4,299-5.0% |
| Admin fee / account holder | $1,010 | $7,951-87.3% | $12,989-92.2% | $6,924-85.4% |