Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,324 | $201,370-87.9% | $184,256-86.8% | $145,897-83.3% |
| Participation rate | 16.7% | 87.5%-70.8pp | 86.8%-70.2pp | 80.3%-63.6pp |
| Annual return | 12.97% | 29.05%-16.1pp | 28.85%-15.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,473 | $7,024-64.8% | $6,427-61.5% | $4,663-47.0% |
| Participant deferral / active EE | $5,159 | $9,808-47.4% | $9,133-43.5% | $6,689-22.9% |
| Admin fee / account holder | $10,690 | $16,364-34.7% | $13,899-23.1% | $13,390-20.2% |