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 | $11,283 | $165,381-93.2% | $149,730-92.5% | $158,966-92.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 17.10% | 348.29%-331.2pp | 276.70%-259.6pp | 302.95%-285.8pp |
| Employer contribution / active EE | $1,496 | $5,104-70.7% | $4,645-67.8% | $4,762-68.6% |
| Participant deferral / active EE | $2,884 | $7,182-59.8% | $6,843-57.8% | $5,983-51.8% |
| Admin fee / account holder | $12,617 | $10,809+16.7% | $9,310+35.5% | $11,250+12.2% |