Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,479 | $64,324-77.5% | $118,946-87.8% | $79,858-81.9% |
| Participation rate | 34.5% | 64.9%-30.3pp | 75.4%-40.8pp | 69.6%-35.1pp |
| Annual return | 31.91% | 86.45%-54.5pp | 35.89%-4.0pp | 31.72%+0.2pp |
| Employer contribution / active EE | $1,010 | $1,836-45.0% | $3,263-69.0% | $2,471-59.1% |
| Participant deferral / active EE | $1,364 | $2,824-51.7% | $4,266-68.0% | $3,740-63.5% |
| Admin fee / account holder | $1,033 | $4,040-74.4% | $6,581-84.3% | $5,306-80.5% |