Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,649 | $156,398-90.0% | $147,318-89.4% | $138,895-88.7% |
| Participation rate | 4.8% | 83.8%-79.0pp | 82.1%-77.3pp | 79.9%-75.2pp |
| Annual return | 14.61% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $9,977 | $4,853+105.6% | $4,593+117.2% | $4,194+137.9% |
| Participant deferral / active EE | $6,977 | $8,237-15.3% | $7,906-11.8% | $6,396+9.1% |
| Admin fee / account holder | $4,658,414 | $14,976+31006.5% | $13,708+33884.2% | $12,562+36982.9% |