Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,855 | $232,540-94.0% | $185,117-92.5% | $147,586-90.6% |
| Participation rate | 25.0% | 82.4%-57.4pp | 77.3%-52.3pp | 82.8%-57.8pp |
| Annual return | 15.17% | 43.03%-27.9pp | 40.50%-25.3pp | 578.59%-563.4pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,978 | $5,834-66.1% | $5,045-60.8% | $5,439-63.6% |
| Admin fee / account holder | $10,155 | $10,275-1.2% | $8,159+24.5% | $10,886-6.7% |