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 | $18,259 | $98,766-81.5% | $149,730-87.8% | $79,852-77.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 35.06% | 27.43%+7.6pp | 276.70%-241.6pp | 31.72%+3.3pp |
| Employer contribution / active EE | $2,064 | $3,217-35.8% | $4,645-55.6% | $2,471-16.5% |
| Participant deferral / active EE | $3,533 | $5,681-37.8% | $6,843-48.4% | $3,740-5.6% |
| Admin fee / account holder | $414 | $6,052-93.2% | $9,310-95.6% | $5,306-92.2% |