Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,108 | $201,370-92.0% | $184,256-91.3% | $145,897-89.0% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 14.05% | 29.05%-15.0pp | 28.85%-14.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $2,064 | $7,024-70.6% | $6,427-67.9% | $4,663-55.7% |
| Participant deferral / active EE | $6,165 | $9,808-37.1% | $9,133-32.5% | $6,689-7.8% |
| Admin fee / account holder | $14,051 | $16,364-14.1% | $13,899+1.1% | $13,390+4.9% |