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 | $36,192 | $88,117-58.9% | $164,928-78.1% | $74,400-51.4% |
| Participation rate | 53.8% | 73.1%-19.3pp | 78.6%-24.8pp | 67.2%-13.4pp |
| Annual return | 14.04% | 17.27%-3.2pp | 70.08%-56.0pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $1,370 | $2,596-47.3% | $4,343-68.5% | $2,624-47.8% |
| Participant deferral / active EE | $2,593 | $4,501-42.4% | $6,034-57.0% | $4,348-40.4% |
| Admin fee / account holder | $5,959 | $2,230+167.3% | $12,684-53.0% | $1,944+206.6% |