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 | $17,356 | $93,589-81.5% | $135,942-87.2% | $75,181-76.9% |
| Participation rate | 64.8% | 75.2%-10.4pp | 81.9%-17.1pp | 67.2%-2.4pp |
| Annual return | 83.51% | 30.90%+52.6pp | 68.28%+15.2pp | 160.69%-77.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,197 | $6,405+12.4% | $7,759-7.2% | $4,126+74.4% |
| Admin fee / account holder | $1,543 | $6,977-77.9% | $10,764-85.7% | $5,650-72.7% |