Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $23,053 | $198,457-88.4% | $170,435-86.5% | $147,586-84.4% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 15.98% | 257.30%-241.3pp | 205.94%-190.0pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,466 | $6,183-76.3% | $5,432-73.0% | $4,876-69.9% |
| Participant deferral / active EE | $2,847 | $5,629-49.4% | $4,939-42.4% | $5,439-47.7% |
| Admin fee / account holder | $1,309 | $16,852-92.2% | $13,881-90.6% | $10,886-88.0% |