Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,820 | $176,786-91.1% | $146,643-89.2% | $167,536-90.6% |
| Participation rate | 54.5% | 83.6%-29.1pp | 80.1%-25.5pp | 82.1%-27.6pp |
| Annual return | 13.52% | 24.04%-10.5pp | 22.75%-9.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $1,904 | $5,161-63.1% | $4,137-54.0% | $4,839-60.6% |
| Participant deferral / active EE | $2,381 | $6,440-63.0% | $5,506-56.8% | $6,342-62.5% |
| Admin fee / account holder | $1,491 | $13,262-88.8% | $10,280-85.5% | $12,315-87.9% |