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 | $23,932 | $101,672-76.5% | $147,117-83.7% | $74,478-67.9% |
| Participation rate | 54.5% | 75.5%-21.0pp | 82.2%-27.6pp | 67.2%-12.7pp |
| Annual return | 26.30% | 8757.83%-8731.5pp | 420.54%-394.2pp | 1370.56%-1344.3pp |
| Employer contribution / active EE | $1,818 | $3,813-52.3% | $4,932-63.1% | $2,626-30.8% |
| Participant deferral / active EE | $3,553 | $7,305-51.4% | $8,065-55.9% | $4,350-18.3% |
| Admin fee / account holder | $1,962 | $1,753+11.9% | $12,993-84.9% | $1,946+0.8% |