Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,021 | $185,141-93.0% | $153,416-91.5% | $155,188-91.6% |
| Participation rate | 42.9% | 79.9%-37.1pp | 74.3%-31.5pp | 80.8%-37.9pp |
| Annual return | 15.24% | 18.72%-3.5pp | 17.84%-2.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,511 | $4,489-66.3% | $3,764-59.9% | $4,248-64.4% |
| Participant deferral / active EE | $1,598 | $5,477-70.8% | $4,723-66.2% | $6,531-75.5% |
| Admin fee / account holder | $429 | $16,005-97.3% | $13,095-96.7% | $14,480-97.0% |