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 | $37,443 | $289,211-87.1% | $260,467-85.6% | $198,609-81.1% |
| Participation rate | 60.0% | 83.1%-23.1pp | 80.5%-20.5pp | 82.4%-22.4pp |
| Annual return | 11.26% | 112.90%-101.6pp | 100.60%-89.3pp | 202.70%-191.4pp |
| Employer contribution / active EE | $2,139 | $4,663-54.1% | $4,239-49.5% | $5,055-57.7% |
| Participant deferral / active EE | $2,732 | $6,812-59.9% | $6,319-56.8% | $6,977-60.8% |
| Admin fee / account holder | $11,324 | $16,236-30.3% | $15,461-26.8% | $19,030-40.5% |