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 | $10,315 | $148,629-93.1% | $135,982-92.4% | $139,487-92.6% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 34.91% | 79.33%-44.4pp | 68.32%-33.4pp | 373.84%-338.9pp |
| Employer contribution / active EE | $2,518 | $5,247-52.0% | $4,859-48.2% | $4,755-47.0% |
| Participant deferral / active EE | $3,693 | $8,102-54.4% | $7,760-52.4% | $6,713-45.0% |
| Admin fee / account holder | $364 | $12,406-97.1% | $10,767-96.6% | $11,407-96.8% |