Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,801 | $149,778-88.1% | $118,946-85.0% | $158,966-88.8% |
| Participation rate | 45.5% | 82.1%-36.6pp | 75.4%-29.9pp | 82.0%-36.5pp |
| Annual return | 24.58% | 19.95%+4.6pp | 35.89%-11.3pp | 302.95%-278.4pp |
| Employer contribution / active EE | $2,427 | $4,117-41.1% | $3,263-25.6% | $4,762-49.0% |
| Participant deferral / active EE | $3,147 | $5,225-39.8% | $4,266-26.2% | $5,983-47.4% |
| Admin fee / account holder | $836 | $8,604-90.3% | $6,581-87.3% | $11,250-92.6% |