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 | $13,290 | $197,625-93.3% | $177,840-92.5% | $158,966-91.6% |
| Participation rate | 45.0% | 88.5%-43.5pp | 87.7%-42.7pp | 82.0%-37.0pp |
| Annual return | 7.13% | 58.76%-51.6pp | 48.32%-41.2pp | 302.95%-295.8pp |
| Employer contribution / active EE | $2,703 | $6,698-59.6% | $5,919-54.3% | $4,762-43.2% |
| Participant deferral / active EE | $4,354 | $8,405-48.2% | $7,714-43.6% | $5,983-27.2% |
| Admin fee / account holder | $15,953 | $15,405+3.6% | $12,431+28.3% | $11,250+41.8% |