Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,775 | $106,247-91.7% | $96,515-90.9% | $139,466-93.7% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 34.32% | 38.47%-4.1pp | 35.73%-1.4pp | 373.66%-339.3pp |
| Employer contribution / active EE | $2,253 | $4,106-45.1% | $3,740-39.8% | $4,754-52.6% |
| Participant deferral / active EE | $5,063 | $5,456-7.2% | $4,880+3.7% | $6,712-24.6% |
| Admin fee / account holder | $850 | $7,885-89.2% | $6,735-87.4% | $11,409-92.6% |