Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,339 | $102,429-86.0% | $147,096-90.3% | $80,925-82.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 17.90% | 135.02%-117.1pp | 419.75%-401.9pp | 35.65%-17.8pp |
| Employer contribution / active EE | $2,134 | $3,716-42.6% | $4,936-56.8% | $2,756-22.6% |
| Participant deferral / active EE | $2,658 | $6,649-60.0% | $8,071-67.1% | $4,299-38.2% |
| Admin fee / account holder | $654 | $7,957-91.8% | $13,005-95.0% | $6,940-90.6% |