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 | $13,759 | $125,193-89.0% | $105,591-87.0% | $145,978-90.6% |
| Participation rate | 60.9% | 77.6%-16.8pp | 75.3%-14.4pp | 80.3%-19.4pp |
| Annual return | 15.47% | 225.53%-210.1pp | 116.43%-101.0pp | 550.52%-535.0pp |
| Employer contribution / active EE | $1,154 | $3,718-69.0% | $3,166-63.5% | $4,662-75.2% |
| Participant deferral / active EE | $3,999 | $5,708-29.9% | $5,008-20.2% | $6,690-40.2% |
| Admin fee / account holder | $691 | $17,277-96.0% | $11,024-93.7% | $13,400-94.8% |