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 | $12,468 | $162,136-92.3% | $152,301-91.8% | $154,746-91.9% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 18.56% | 91.02%-72.5pp | 80.50%-61.9pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,306 | $4,890-73.3% | $4,624-71.8% | $4,379-70.2% |
| Participant deferral / active EE | $3,754 | $8,341-55.0% | $8,004-53.1% | $6,730-44.2% |
| Admin fee / account holder | $1,078 | $15,759-93.2% | $14,398-92.5% | $14,365-92.5% |