Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,672 | $102,429-77.9% | $147,096-84.6% | $80,925-72.0% |
| Participation rate | 45.2% | 75.9%-30.7pp | 82.2%-37.0pp | 67.7%-22.5pp |
| Annual return | 22.16% | 135.02%-112.9pp | 419.75%-397.6pp | 35.65%-13.5pp |
| Employer contribution / active EE | $1,032 | $3,716-72.2% | $4,936-79.1% | $2,756-62.6% |
| Participant deferral / active EE | $2,921 | $6,649-56.1% | $8,071-63.8% | $4,299-32.0% |
| Admin fee / account holder | $829 | $7,957-89.6% | $13,005-93.6% | $6,940-88.1% |