Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,428 | $130,294-78.2% | $170,028-83.3% | $71,495-60.2% |
| Participation rate | 59.7% | 86.2%-26.5pp | 87.0%-27.3pp | 67.9%-8.3pp |
| Annual return | 54.60% | 20.36%+34.2pp | 53.39%+1.2pp | 28.85%+25.7pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,788-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $8,805 | $6,928+27.1% | $10,409-15.4% | $4,291+105.2% |
| Admin fee / account holder | $349 | $966-63.9% | $12,820-97.3% | $1,588-78.0% |