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 | $24,758 | $94,031-73.7% | $115,768-78.6% | $82,448-70.0% |
| Participation rate | 41.8% | 70.4%-28.6pp | 74.4%-32.6pp | 68.1%-26.2pp |
| Annual return | 21.21% | 20.61%+0.6pp | 100.46%-79.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,055 | $2,323-54.6% | $2,940-64.1% | $2,551-58.7% |
| Participant deferral / active EE | $1,984 | $3,972-50.0% | $4,917-59.6% | $4,139-52.1% |
| Admin fee / account holder | $652 | $10,249-93.6% | $12,439-94.8% | $7,234-91.0% |