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 | $25,179 | $289,211-91.3% | $260,467-90.3% | $198,609-87.3% |
| Participation rate | 62.5% | 83.1%-20.6pp | 80.5%-18.0pp | 82.4%-19.9pp |
| Annual return | 21.70% | 112.90%-91.2pp | 100.60%-78.9pp | 202.70%-181.0pp |
| Employer contribution / active EE | $1,664 | $4,663-64.3% | $4,239-60.7% | $5,055-67.1% |
| Participant deferral / active EE | $3,763 | $6,812-44.8% | $6,319-40.4% | $6,977-46.1% |
| Admin fee / account holder | $7,590 | $16,236-53.3% | $15,461-50.9% | $19,030-60.1% |