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 | $22,276 | $91,537-75.7% | $130,045-82.9% | $75,173-70.4% |
| Participation rate | 29.6% | 71.5%-41.8pp | 78.5%-48.9pp | 67.2%-37.6pp |
| Annual return | 29.49% | -631.55%+661.0pp | -137.30%+166.8pp | 160.72%-131.2pp |
| Employer contribution / active EE | $1,314 | $2,845-53.8% | $4,321-69.6% | $2,671-50.8% |
| Participant deferral / active EE | $2,677 | $4,343-38.4% | $5,820-54.0% | $4,126-35.1% |
| Admin fee / account holder | $1,662 | $6,780-75.5% | $10,600-84.3% | $5,651-70.6% |