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 | $27,607 | $101,653-72.8% | $147,080-81.2% | $74,459-62.9% |
| Participation rate | 54.1% | 75.6%-21.5pp | 82.2%-28.1pp | 67.2%-13.1pp |
| Annual return | 17.43% | 8754.98%-8737.5pp | 420.17%-402.7pp | 1369.70%-1352.3pp |
| Employer contribution / active EE | $2,319 | $3,813-39.2% | $4,933-53.0% | $2,626-11.7% |
| Participant deferral / active EE | $3,550 | $7,304-51.4% | $8,066-56.0% | $4,350-18.4% |
| Admin fee / account holder | $6,439 | $1,752+267.6% | $12,989-50.4% | $1,945+231.1% |