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 | $20,779 | $152,612-86.4% | $125,192-83.4% | $152,897-86.4% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 31.60% | 54.85%-23.2pp | 43.79%-12.2pp | 345.43%-313.8pp |
| Employer contribution / active EE | $1,894 | $4,947-61.7% | $3,866-51.0% | $4,764-60.2% |
| Participant deferral / active EE | $2,504 | $5,868-57.3% | $4,937-49.3% | $5,851-57.2% |
| Admin fee / account holder | $1,375 | $13,437-89.8% | $9,704-85.8% | $11,599-88.1% |