Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,281 | $93,345-71.8% | $119,126-77.9% | $87,485-70.0% |
| Participation rate | 38.5% | 68.7%-30.3pp | 75.8%-37.3pp | 68.9%-30.5pp |
| Annual return | 22.76% | 19.08%+3.7pp | 282.11%-259.3pp | 26.06%-3.3pp |
| Employer contribution / active EE | $840 | $3,172-73.5% | $4,034-79.2% | $2,596-67.6% |
| Participant deferral / active EE | $2,905 | $4,099-29.1% | $5,318-45.4% | $4,274-32.0% |
| Admin fee / account holder | $1,302 | $8,039-83.8% | $10,693-87.8% | $7,775-83.3% |