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 | $19,428 | $165,399-88.3% | $149,745-87.0% | $158,982-87.8% |
| Participation rate | 69.6% | 84.6%-15.0pp | 82.5%-12.9pp | 82.0%-12.4pp |
| Annual return | 20.65% | 348.34%-327.7pp | 276.72%-256.1pp | 302.99%-282.3pp |
| Employer contribution / active EE | $1,960 | $5,105-61.6% | $4,646-57.8% | $4,763-58.8% |
| Participant deferral / active EE | $3,758 | $7,183-47.7% | $6,843-45.1% | $5,983-37.2% |
| Admin fee / account holder | $1,786 | $10,811-83.5% | $9,312-80.8% | $11,252-84.1% |