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 | $28,221 | $88,117-68.0% | $164,928-82.9% | $74,400-62.1% |
| Participation rate | 43.6% | 73.1%-29.5pp | 78.6%-35.0pp | 67.2%-23.6pp |
| Annual return | 19.60% | 17.27%+2.3pp | 70.08%-50.5pp | 1367.51%-1347.9pp |
| Employer contribution / active EE | $2,142 | $2,596-17.5% | $4,343-50.7% | $2,624-18.4% |
| Participant deferral / active EE | $3,932 | $4,501-12.6% | $6,034-34.8% | $4,348-9.6% |
| Admin fee / account holder | $4,045 | $2,230+81.4% | $12,684-68.1% | $1,944+108.1% |