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 | $17,466 | $64,324-72.8% | $118,946-85.3% | $79,852-78.1% |
| Participation rate | 50.0% | 64.9%-14.9pp | 75.4%-25.4pp | 69.6%-19.6pp |
| Annual return | 63.70% | 86.45%-22.8pp | 35.89%+27.8pp | 31.72%+32.0pp |
| Employer contribution / active EE | $1,659 | $1,836-9.6% | $3,263-49.2% | $2,471-32.9% |
| Participant deferral / active EE | $3,582 | $2,824+26.8% | $4,266-16.0% | $3,740-4.2% |
| Admin fee / account holder | $393 | $4,040-90.3% | $6,581-94.0% | $5,306-92.6% |