Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,830 | $227,399-85.6% | $189,758-82.7% | $198,609-83.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 22.28% | 61.03%-38.8pp | 52.62%-30.3pp | 202.70%-180.4pp |
| Employer contribution / active EE | $2,040 | $5,526-63.1% | $4,767-57.2% | $5,055-59.6% |
| Participant deferral / active EE | $8,857 | $6,837+29.5% | $5,856+51.2% | $6,977+26.9% |
| Admin fee / account holder | $1,768 | $25,162-93.0% | $20,388-91.3% | $19,030-90.7% |