Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,219 | $102,429-78.3% | $147,096-84.9% | $80,925-72.5% |
| Participation rate | 58.2% | 75.9%-17.6pp | 82.2%-23.9pp | 67.7%-9.4pp |
| Annual return | 18.84% | 135.02%-116.2pp | 419.75%-400.9pp | 35.65%-16.8pp |
| Employer contribution / active EE | $2,172 | $3,716-41.5% | $4,936-56.0% | $2,756-21.2% |
| Participant deferral / active EE | $3,087 | $6,649-53.6% | $8,071-61.7% | $4,299-28.2% |
| Admin fee / account holder | $572 | $7,957-92.8% | $13,005-95.6% | $6,940-91.8% |