Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,672 | $85,766-75.9% | $136,298-84.8% | $70,126-70.5% |
| Participation rate | 62.9% | 74.2%-11.3pp | 81.9%-19.1pp | 69.5%-6.7pp |
| Annual return | 24.09% | 31.46%-7.4pp | 5156.27%-5132.2pp | 73.15%-49.1pp |
| Employer contribution / active EE | $3,167 | $2,966+6.8% | $4,696-32.5% | $2,343+35.2% |
| Participant deferral / active EE | $5,781 | $5,051+14.4% | $6,247-7.5% | $3,332+73.5% |
| Admin fee / account holder | $598 | $5,421-89.0% | $9,244-93.5% | $4,645-87.1% |