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 | $10,267 | $174,379-94.1% | $152,093-93.2% | $138,895-92.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 73.77% | 74.86%-1.1pp | 66.36%+7.4pp | 145.39%-71.6pp |
| Employer contribution / active EE | $1,527 | $4,652-67.2% | $4,175-63.4% | $4,194-63.6% |
| Participant deferral / active EE | $3,120 | $6,159-49.4% | $5,451-42.8% | $6,396-51.2% |
| Admin fee / account holder | $706 | $16,880-95.8% | $14,497-95.1% | $12,562-94.4% |