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 | $27,865 | $79,209-64.8% | $102,434-72.8% | $74,459-62.6% |
| Participation rate | 31.4% | 74.8%-43.4pp | 76.5%-45.2pp | 67.2%-35.9pp |
| Annual return | 27.91% | 54.98%-27.1pp | 29.46%-1.5pp | 1369.70%-1341.8pp |
| Employer contribution / active EE | $1,249 | $2,362-47.1% | $3,023-58.7% | $2,626-52.4% |
| Participant deferral / active EE | $2,429 | $4,417-45.0% | $5,055-51.9% | $4,350-44.2% |
| Admin fee / account holder | $713 | $2,002-64.4% | $9,462-92.5% | $1,945-63.4% |