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 | $10,431 | $129,737-92.0% | $119,126-91.2% | $154,746-93.3% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 15.80% | 379.08%-363.3pp | 282.11%-266.3pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,388 | $4,375-68.3% | $4,034-65.6% | $4,379-68.3% |
| Participant deferral / active EE | $2,371 | $5,842-59.4% | $5,318-55.4% | $6,730-64.8% |
| Admin fee / account holder | $6,344 | $11,961-47.0% | $10,693-40.7% | $14,365-55.8% |