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 | $23,754 | $96,731-75.4% | $123,973-80.8% | $86,983-72.7% |
| Participation rate | 56.0% | 70.0%-14.0pp | 76.7%-20.7pp | 69.5%-13.5pp |
| Annual return | 15.74% | 17.33%-1.6pp | 388.13%-372.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $1,676 | $3,297-49.2% | $4,126-59.4% | $2,584-35.2% |
| Participant deferral / active EE | $2,899 | $4,152-30.2% | $5,247-44.8% | $4,194-30.9% |
| Admin fee / account holder | $3,355 | $8,722-61.5% | $11,799-71.6% | $7,856-57.3% |