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 | $13,682 | $159,934-91.4% | $147,005-90.7% | $145,959-90.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.80% | 98.24%-84.4pp | 418.76%-405.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $5,313 | $5,287+0.5% | $4,934+7.7% | $4,661+14.0% |
| Participant deferral / active EE | $7,200 | $8,427-14.6% | $8,070-10.8% | $6,689+7.6% |
| Admin fee / account holder | $3,346 | $15,053-77.8% | $13,006-74.3% | $13,398-75.0% |