Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,159 | $54,717-61.3% | $86,216-75.5% | $71,511-70.4% |
| Participation rate | 43.5% | 60.1%-16.6pp | 69.0%-25.4pp | 67.9%-24.4pp |
| Annual return | 18.33% | 20.07%-1.7pp | 1169.42%-1151.1pp | 28.86%-10.5pp |
| Employer contribution / active EE | $1,496 | $1,267+18.1% | $2,382-37.2% | $2,589-42.2% |
| Participant deferral / active EE | $2,163 | $3,110-30.5% | $3,986-45.7% | $4,291-49.6% |
| Admin fee / account holder | $2,143 | $1,922+11.5% | $6,853-68.7% | $1,588+34.9% |