Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $36,392 | $289,211-87.4% | $260,467-86.0% | $198,609-81.7% |
| Participation rate | 42.9% | 83.1%-40.2pp | 80.5%-37.6pp | 82.4%-39.5pp |
| Annual return | 14.10% | 112.90%-98.8pp | 100.60%-86.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $1,050 | $4,663-77.5% | $4,239-75.2% | $5,055-79.2% |
| Participant deferral / active EE | $1,839 | $6,812-73.0% | $6,319-70.9% | $6,977-73.6% |
| Admin fee / account holder | $6,132 | $16,236-62.2% | $15,461-60.3% | $19,030-67.8% |