Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,044 | $239,571-89.5% | $183,328-86.3% | $137,256-81.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.7pp | 80.0%-13.3pp |
| Annual return | 16.41% | 35.69%-19.3pp | 29.67%-13.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,374 | $6,148-61.4% | $5,055-53.0% | $4,156-42.9% |
| Participant deferral / active EE | $5,646 | $7,995-29.4% | $6,795-16.9% | $6,407-11.9% |
| Admin fee / account holder | $360 | $30,059-98.8% | $21,427-98.3% | $12,270-97.1% |