Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,249 | $78,562-65.3% | $105,608-74.2% | $74,429-63.4% |
| Participation rate | 45.6% | 72.8%-27.2pp | 75.3%-29.7pp | 67.2%-21.7pp |
| Annual return | 74.25% | 15.94%+58.3pp | 116.50%-42.3pp | 1368.38%-1294.1pp |
| Employer contribution / active EE | $1,585 | $2,521-37.1% | $3,167-50.0% | $2,625-39.6% |
| Participant deferral / active EE | $3,987 | $4,321-7.7% | $5,010-20.4% | $4,348-8.3% |
| Admin fee / account holder | $1,601 | $2,217-27.8% | $11,028-85.5% | $1,944-17.7% |