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 | $23,336 | $88,186-73.5% | $165,071-85.9% | $74,459-68.7% |
| Participation rate | 54.4% | 73.1%-18.8pp | 78.6%-24.3pp | 67.2%-12.9pp |
| Annual return | 12.75% | 17.13%-4.4pp | 70.17%-57.4pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $1,516 | $2,600-41.7% | $4,347-65.1% | $2,626-42.3% |
| Participant deferral / active EE | $2,710 | $4,505-39.8% | $6,035-55.1% | $4,350-37.7% |
| Admin fee / account holder | $8,535 | $2,234+282.0% | $12,695-32.8% | $1,945+338.9% |