Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,138 | $162,821-87.6% | $133,978-85.0% | $158,982-87.3% |
| Participation rate | 41.7% | 83.2%-41.6pp | 79.8%-38.2pp | 82.0%-40.3pp |
| Annual return | 30.41% | 41.95%-11.5pp | 45.10%-14.7pp | 302.99%-272.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,294 | $5,910-61.2% | $5,047-54.5% | $5,983-61.7% |
| Admin fee / account holder | $1,336 | $11,742-88.6% | $8,930-85.0% | $11,252-88.1% |