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 | $12,382 | $211,224-94.1% | $178,505-93.1% | $145,897-91.5% |
| Participation rate | 39.1% | 80.8%-41.7pp | 77.1%-38.0pp | 80.3%-41.2pp |
| Annual return | 14.80% | 30.28%-15.5pp | 27.16%-12.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,553 | $4,577-66.1% | $3,955-60.7% | $4,663-66.7% |
| Participant deferral / active EE | $1,832 | $6,966-73.7% | $6,280-70.8% | $6,689-72.6% |
| Admin fee / account holder | $2,355 | $12,109-80.5% | $10,428-77.4% | $13,390-82.4% |