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 | $18,995 | $102,422-81.5% | $147,117-87.1% | $80,959-76.5% |
| Participation rate | 56.4% | 75.9%-19.5pp | 82.2%-25.8pp | 67.7%-11.3pp |
| Annual return | 23.56% | 135.16%-111.6pp | 420.54%-397.0pp | 35.67%-12.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,779 | $6,652-28.2% | $8,065-40.7% | $4,300+11.1% |
| Admin fee / account holder | $645 | $7,953-91.9% | $12,993-95.0% | $6,925-90.7% |