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 | $19,674 | $76,551-74.3% | $123,894-84.1% | $62,881-68.7% |
| Participation rate | 52.2% | 73.0%-20.8pp | 81.4%-29.2pp | 69.3%-17.1pp |
| Annual return | 111.65% | 18.68%+93.0pp | 47.52%+64.1pp | 20.14%+91.5pp |
| Employer contribution / active EE | $1,607 | $2,882-44.2% | $4,617-65.2% | $2,281-29.5% |
| Participant deferral / active EE | $5,247 | $4,840+8.4% | $5,984-12.3% | $3,203+63.8% |
| Admin fee / account holder | $431 | $4,826-91.1% | $8,357-94.8% | $4,296-90.0% |