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 | $14,182 | $117,829-88.0% | $102,423-86.2% | $145,877-90.3% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 13.58% | 31.83%-18.3pp | 29.42%-15.8pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,090 | $3,615-69.9% | $3,023-64.0% | $4,663-76.6% |
| Participant deferral / active EE | $2,541 | $5,732-55.7% | $5,054-49.7% | $6,691-62.0% |
| Admin fee / account holder | $1,252 | $13,335-90.6% | $9,455-86.8% | $13,402-90.7% |