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 | $20,001 | $78,428-74.5% | $95,960-79.2% | $79,852-75.0% |
| Participation rate | 46.2% | 73.5%-27.3pp | 77.1%-30.9pp | 69.6%-23.5pp |
| Annual return | 34.73% | 19.37%+15.4pp | 91.63%-56.9pp | 31.72%+3.0pp |
| Employer contribution / active EE | $1,535 | $1,945-21.1% | $2,541-39.6% | $2,471-37.9% |
| Participant deferral / active EE | $2,984 | $3,440-13.3% | $4,167-28.4% | $3,740-20.2% |
| Admin fee / account holder | $2,201 | $5,622-60.9% | $6,797-67.6% | $5,306-58.5% |