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 | $18,763 | $89,370-79.0% | $141,197-86.7% | $72,976-74.3% |
| Participation rate | 52.4% | 75.1%-22.7pp | 82.5%-30.1pp | 69.5%-17.1pp |
| Annual return | 47.28% | 111.88%-64.6pp | 71.41%-24.1pp | 81.02%-33.7pp |
| Employer contribution / active EE | $893 | $3,115-71.3% | $4,736-81.1% | $2,440-63.4% |
| Participant deferral / active EE | $3,636 | $5,419-32.9% | $6,710-45.8% | $3,608+0.8% |
| Admin fee / account holder | $507 | $5,957-91.5% | $10,265-95.1% | $5,124-90.1% |