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 | $9,460 | $141,001-93.3% | $112,228-91.6% | $139,487-93.2% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 30.86% | 32.75%-1.9pp | 30.23%+0.6pp | 373.84%-343.0pp |
| Employer contribution / active EE | $2,084 | $4,285-51.4% | $3,432-39.3% | $4,755-56.2% |
| Participant deferral / active EE | $3,064 | $5,877-47.9% | $4,800-36.2% | $6,713-54.4% |
| Admin fee / account holder | $748 | $9,959-92.5% | $7,752-90.4% | $11,407-93.4% |