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 | $30,502 | $227,399-86.6% | $189,758-83.9% | $198,609-84.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 21.51% | 61.03%-39.5pp | 52.62%-31.1pp | 202.70%-181.2pp |
| Employer contribution / active EE | $1,878 | $5,526-66.0% | $4,767-60.6% | $5,055-62.9% |
| Participant deferral / active EE | $6,379 | $6,837-6.7% | $5,856+8.9% | $6,977-8.6% |
| Admin fee / account holder | $2,705 | $25,162-89.2% | $20,388-86.7% | $19,030-85.8% |