Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,607 | $154,228-93.8% | $145,433-93.4% | $137,256-93.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 26.24% | 74.59%-48.3pp | 66.58%-40.3pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,476 | $4,804-69.3% | $4,554-67.6% | $4,156-64.5% |
| Participant deferral / active EE | $2,947 | $8,216-64.1% | $7,897-62.7% | $6,407-54.0% |
| Admin fee / account holder | $432 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |