Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,271 | $157,296-87.1% | $141,191-85.6% | $152,897-86.7% |
| Participation rate | 30.0% | 84.8%-54.8pp | 82.5%-52.5pp | 82.5%-52.5pp |
| Annual return | 27.75% | 64.34%-36.6pp | 71.41%-43.7pp | 345.43%-317.7pp |
| Employer contribution / active EE | $1,372 | $5,262-73.9% | $4,736-71.0% | $4,764-71.2% |
| Participant deferral / active EE | $4,487 | $7,111-36.9% | $6,710-33.1% | $5,851-23.3% |
| Admin fee / account holder | $550 | $12,125-95.5% | $10,264-94.6% | $11,599-95.3% |