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 | $21,827 | $157,829-86.2% | $136,867-84.1% | $198,609-89.0% |
| Participation rate | 41.7% | 77.2%-35.5pp | 74.5%-32.9pp | 82.4%-40.7pp |
| Annual return | 20.16% | 51.25%-31.1pp | 42.97%-22.8pp | 202.70%-182.5pp |
| Employer contribution / active EE | $1,696 | $3,923-56.8% | $3,547-52.2% | $5,055-66.4% |
| Participant deferral / active EE | $2,737 | $5,463-49.9% | $4,924-44.4% | $6,977-60.8% |
| Admin fee / account holder | $2,645 | $11,107-76.2% | $10,340-74.4% | $19,030-86.1% |