Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,321 | $93,598-78.3% | $135,974-85.1% | $75,173-73.0% |
| Participation rate | 45.2% | 75.2%-30.0pp | 81.9%-36.7pp | 67.2%-22.0pp |
| Annual return | 102.16% | 30.89%+71.3pp | 68.30%+33.9pp | 160.72%-58.6pp |
| Employer contribution / active EE | $894 | $3,538-74.7% | $4,859-81.6% | $2,671-66.5% |
| Participant deferral / active EE | $5,776 | $6,405-9.8% | $7,760-25.6% | $4,126+40.0% |
| Admin fee / account holder | $1,543 | $6,978-77.9% | $10,767-85.7% | $5,651-72.7% |