Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,374 | $110,307-86.1% | $96,576-84.1% | $139,456-89.0% |
| Participation rate | 58.8% | 78.1%-19.3pp | 76.0%-17.2pp | 80.3%-21.5pp |
| Annual return | 17.55% | 26.40%-8.9pp | 25.87%-8.3pp | 373.45%-355.9pp |
| Employer contribution / active EE | $1,870 | $3,619-48.3% | $2,965-36.9% | $4,753-60.7% |
| Participant deferral / active EE | $2,447 | $5,547-55.9% | $4,851-49.6% | $6,711-63.5% |
| Admin fee / account holder | $491 | $11,597-95.8% | $8,253-94.1% | $11,407-95.7% |