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 | $27,731 | $198,457-86.0% | $170,435-83.7% | $147,586-81.2% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 22.21% | 257.30%-235.1pp | 205.94%-183.7pp | 578.59%-556.4pp |
| Employer contribution / active EE | $2,200 | $6,183-64.4% | $5,432-59.5% | $4,876-54.9% |
| Participant deferral / active EE | $3,657 | $5,629-35.0% | $4,939-26.0% | $5,439-32.8% |
| Admin fee / account holder | $1,368 | $16,852-91.9% | $13,881-90.1% | $10,886-87.4% |