Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,591 | $54,717-62.4% | $86,216-76.1% | $71,511-71.2% |
| Participation rate | 62.4% | 60.1%+2.3pp | 69.0%-6.6pp | 67.9%-5.5pp |
| Annual return | 24.59% | 20.07%+4.5pp | 1169.42%-1144.8pp | 28.86%-4.3pp |
| Employer contribution / active EE | $2,918 | $1,267+130.3% | $2,382+22.5% | $2,589+12.7% |
| Participant deferral / active EE | $5,174 | $3,110+66.3% | $3,986+29.8% | $4,291+20.6% |
| Admin fee / account holder | $2,508 | $1,922+30.5% | $6,853-63.4% | $1,588+57.9% |