Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,204 | $77,670-66.3% | $125,529-79.1% | $65,306-59.9% |
| Participation rate | 48.5% | 63.2%-14.6pp | 74.7%-26.2pp | 57.7%-9.1pp |
| Annual return | 20.50% | 15.16%+5.3pp | 202.56%-182.1pp | 21.94%-1.4pp |
| Employer contribution / active EE | $1,267 | $2,099-39.6% | $3,058-58.5% | $1,967-35.6% |
| Participant deferral / active EE | $2,172 | $3,095-29.8% | $4,813-54.9% | $2,959-26.6% |
| Admin fee / account holder | $417 | $3,598-88.4% | $16,298-97.4% | $3,480-88.0% |