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 | $16,344 | $78,670-79.2% | $109,173-85.0% | $85,847-81.0% |
| Participation rate | 56.1% | 68.3%-12.2pp | 75.9%-19.8pp | 69.3%-13.2pp |
| Annual return | 44.22% | 25.09%+19.1pp | 25.75%+18.5pp | 318.61%-274.4pp |
| Employer contribution / active EE | $1,294 | $2,734-52.7% | $3,723-65.2% | $2,565-49.5% |
| Participant deferral / active EE | $2,293 | $3,467-33.9% | $4,654-50.7% | $3,952-42.0% |
| Admin fee / account holder | $2,036 | $5,469-62.8% | $6,755-69.9% | $6,261-67.5% |