Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,739 | $171,492-83.8% | $150,734-81.6% | $198,609-86.0% |
| Participation rate | 57.1% | 81.4%-24.3pp | 78.4%-21.3pp | 82.4%-25.2pp |
| Annual return | 16.06% | 804.70%-788.6pp | 600.81%-584.7pp | 202.70%-186.6pp |
| Employer contribution / active EE | $2,062 | $5,470-62.3% | $4,918-58.1% | $5,055-59.2% |
| Participant deferral / active EE | $4,089 | $6,259-34.7% | $5,610-27.1% | $6,977-41.4% |
| Admin fee / account holder | $5,320 | $17,628-69.8% | $14,905-64.3% | $19,030-72.0% |