Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,036 | $59,448-59.6% | $93,696-74.3% | $74,459-67.7% |
| Participation rate | 39.1% | 59.6%-20.6pp | 68.7%-29.7pp | 67.2%-28.2pp |
| Annual return | 16.52% | 82.11%-65.6pp | 133.74%-117.2pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,544 | $3,052-16.6% | $4,417-42.4% | $4,350-41.5% |
| Admin fee / account holder | $1,778 | $3,027-41.3% | $8,287-78.5% | $1,945-8.6% |