Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,050 | $89,370-83.2% | $141,197-89.3% | $72,976-79.4% |
| Participation rate | 39.1% | 75.1%-36.0pp | 82.5%-43.4pp | 69.5%-30.4pp |
| Annual return | 22.41% | 111.88%-89.5pp | 71.41%-49.0pp | 81.02%-58.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,961 | $5,419-26.9% | $6,710-41.0% | $3,608+9.8% |
| Admin fee / account holder | $2,993 | $5,957-49.8% | $10,265-70.8% | $5,124-41.6% |