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 | $15,433 | $78,682-80.4% | $109,188-85.9% | $85,851-82.0% |
| Participation rate | 57.6% | 68.3%-10.7pp | 75.9%-18.3pp | 69.3%-11.7pp |
| Annual return | 12.19% | 25.09%-12.9pp | 25.76%-13.6pp | 318.63%-306.4pp |
| Employer contribution / active EE | $1,313 | $2,734-52.0% | $3,723-64.7% | $2,565-48.8% |
| Participant deferral / active EE | $2,575 | $3,468-25.8% | $4,654-44.7% | $3,952-34.9% |
| Admin fee / account holder | $1,957 | $5,470-64.2% | $6,755-71.0% | $6,261-68.7% |