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 | $13,811 | $181,062-92.4% | $158,223-91.3% | $155,188-91.1% |
| Participation rate | 64.7% | 82.7%-17.9pp | 79.2%-14.5pp | 80.8%-16.1pp |
| Annual return | 15.84% | 57.39%-41.5pp | 52.09%-36.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,545 | $4,565-66.2% | $4,109-62.4% | $4,248-63.6% |
| Participant deferral / active EE | $2,704 | $6,134-55.9% | $5,467-50.5% | $6,531-58.6% |
| Admin fee / account holder | $1,036 | $18,825-94.5% | $16,047-93.5% | $14,480-92.8% |