Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,601 | $209,336-89.2% | $197,124-88.5% | $137,256-83.5% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 20.30% | 48.09%-27.8pp | 44.34%-24.0pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,787 | $6,591-72.9% | $6,227-71.3% | $4,156-57.0% |
| Participant deferral / active EE | $3,321 | $9,614-65.5% | $9,135-63.6% | $6,407-48.2% |
| Admin fee / account holder | $22,562 | $17,308+30.4% | $16,298+38.4% | $12,270+83.9% |