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 | $13,872 | $165,584-91.6% | $142,942-90.3% | $137,256-89.9% |
| Participation rate | 50.0% | 80.1%-30.1pp | 76.8%-26.8pp | 80.0%-30.0pp |
| Annual return | 14.93% | 164.22%-149.3pp | 113.70%-98.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,159 | $4,725-75.5% | $4,139-72.0% | $4,156-72.1% |
| Participant deferral / active EE | $2,801 | $8,194-65.8% | $7,128-60.7% | $6,407-56.3% |
| Admin fee / account holder | $4,416 | $16,167-72.7% | $12,475-64.6% | $12,270-64.0% |