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 | $12,033 | $110,307-89.1% | $96,576-87.5% | $139,456-91.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 13.15% | 26.40%-13.3pp | 25.87%-12.7pp | 373.45%-360.3pp |
| Employer contribution / active EE | $1,816 | $3,619-49.8% | $2,965-38.8% | $4,753-61.8% |
| Participant deferral / active EE | $3,694 | $5,547-33.4% | $4,851-23.9% | $6,711-45.0% |
| Admin fee / account holder | $5,910 | $11,597-49.0% | $8,253-28.4% | $11,407-48.2% |