Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,997 | $53,777-77.7% | $134,155-91.1% | $79,858-85.0% |
| Participation rate | 37.1% | 58.8%-21.7pp | 72.2%-35.1pp | 69.6%-32.5pp |
| Annual return | 47.13% | 19.01%+28.1pp | 36.34%+10.8pp | 31.72%+15.4pp |
| Employer contribution / active EE | $1,086 | $1,321-17.8% | $3,705-70.7% | $2,471-56.1% |
| Participant deferral / active EE | $2,106 | $2,420-13.0% | $3,500-39.8% | $3,740-43.7% |
| Admin fee / account holder | $1,439 | $3,984-63.9% | $6,685-78.5% | $5,306-72.9% |