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 | $16,380 | $79,449-79.4% | $189,597-91.4% | $85,851-80.9% |
| Participation rate | 39.0% | 66.0%-27.0pp | 78.4%-39.4pp | 69.3%-30.3pp |
| Annual return | 23.22% | 18.45%+4.8pp | 64.20%-41.0pp | 318.63%-295.4pp |
| Employer contribution / active EE | $1,045 | $2,081-49.8% | $4,412-76.3% | $2,565-59.3% |
| Participant deferral / active EE | $1,932 | $4,051-52.3% | $6,174-68.7% | $3,952-51.1% |
| Admin fee / account holder | $1,510 | $5,377-71.9% | $9,807-84.6% | $6,261-75.9% |