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 | $12,202 | $121,719-90.0% | $210,053-94.2% | $116,462-89.5% |
| Participation rate | 68.6% | 76.0%-7.4pp | 80.8%-12.2pp | 74.7%-6.1pp |
| Annual return | 17.76% | 14.29%+3.5pp | 232.76%-215.0pp | 15.65%+2.1pp |
| Employer contribution / active EE | $1,431 | $2,386-40.0% | $4,521-68.4% | $3,231-55.7% |
| Participant deferral / active EE | $2,966 | $3,917-24.3% | $4,238-30.0% | $3,836-22.7% |
| Admin fee / account holder | $2,537 | $13,730-81.5% | $16,990-85.1% | $12,754-80.1% |