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 | $18,823 | $102,422-81.6% | $147,117-87.2% | $80,959-76.7% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 14.32% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,975 | $3,717-46.9% | $4,932-60.0% | $2,757-28.4% |
| Participant deferral / active EE | $3,769 | $6,652-43.3% | $8,065-53.3% | $4,300-12.3% |
| Admin fee / account holder | $1,595 | $7,953-79.9% | $12,993-87.7% | $6,925-77.0% |