Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,175 | $117,859-90.5% | $102,438-89.1% | $145,959-92.3% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 16.12% | 31.72%-15.6pp | 29.37%-13.3pp | 561.95%-545.8pp |
| Employer contribution / active EE | $1,125 | $3,615-68.9% | $3,024-62.8% | $4,661-75.9% |
| Participant deferral / active EE | $2,535 | $5,732-55.8% | $5,054-49.8% | $6,689-62.1% |
| Admin fee / account holder | $3,966 | $13,318-70.2% | $9,448-58.0% | $13,398-70.4% |