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 | $30,454 | $105,284-71.1% | $150,734-79.8% | $94,015-67.6% |
| Participation rate | 38.5% | 71.7%-33.3pp | 78.4%-40.0pp | 70.8%-32.4pp |
| Annual return | 18.59% | 15.67%+2.9pp | 600.81%-582.2pp | 17.84%+0.7pp |
| Employer contribution / active EE | $1,293 | $3,599-64.1% | $4,918-73.7% | $2,790-53.7% |
| Participant deferral / active EE | $3,622 | $4,274-15.2% | $5,610-35.4% | $4,249-14.8% |
| Admin fee / account holder | $1,720 | $9,839-82.5% | $14,905-88.5% | $8,951-80.8% |