Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,940 | $154,193-87.1% | $130,045-84.7% | $139,466-85.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 23.73% | 32.51%-8.8pp | -137.30%+161.0pp | 373.66%-349.9pp |
| Employer contribution / active EE | $1,748 | $5,292-67.0% | $4,321-59.6% | $4,754-63.2% |
| Participant deferral / active EE | $2,109 | $6,709-68.6% | $5,820-63.8% | $6,712-68.6% |
| Admin fee / account holder | $303 | $13,989-97.8% | $10,600-97.1% | $11,409-97.3% |