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 | $35,836 | $142,972-74.9% | $214,702-83.3% | $86,983-58.8% |
| Participation rate | 47.5% | 84.9%-37.4pp | 87.5%-40.0pp | 69.5%-22.1pp |
| Annual return | 36.80% | 18.49%+18.3pp | 54.55%-17.8pp | 25.83%+11.0pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,381 | $6,568-33.3% | $9,147-52.1% | $4,194+4.5% |
| Admin fee / account holder | $3,073 | $17,617-82.6% | $19,830-84.5% | $7,856-60.9% |