Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,112 | $72,273-73.6% | $101,275-81.1% | $79,856-76.1% |
| Participation rate | 23.3% | 68.5%-45.1pp | 75.8%-52.5pp | 69.6%-46.3pp |
| Annual return | 22.65% | 22.30%+0.4pp | 46.48%-23.8pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,264 | $2,691-53.0% | $3,660-65.5% | $2,471-48.9% |
| Participant deferral / active EE | $2,104 | $3,282-35.9% | $4,371-51.9% | $3,741-43.7% |
| Admin fee / account holder | $15,252 | $4,401+246.5% | $5,948+156.4% | $5,306+187.4% |