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 | $18,652 | $72,114-74.1% | $108,745-82.8% | $62,881-70.3% |
| Participation rate | 43.8% | 74.6%-30.8pp | 77.7%-33.8pp | 69.3%-25.5pp |
| Annual return | 201.07% | 13.41%+187.7pp | 46.22%+154.9pp | 20.14%+180.9pp |
| Employer contribution / active EE | $1,482 | $2,694-45.0% | $3,323-55.4% | $2,281-35.0% |
| Participant deferral / active EE | $2,565 | $4,044-36.6% | $5,121-49.9% | $3,203-19.9% |
| Admin fee / account holder | $668 | $4,608-85.5% | $6,144-89.1% | $4,296-84.5% |