Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,970 | $73,978-79.8% | $96,515-84.5% | $75,173-80.1% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 29.46% | 26.72%+2.7pp | 35.73%-6.3pp | 160.72%-131.3pp |
| Employer contribution / active EE | $1,232 | $2,931-58.0% | $3,740-67.0% | $2,671-53.9% |
| Participant deferral / active EE | $2,010 | $3,660-45.1% | $4,880-58.8% | $4,126-51.3% |
| Admin fee / account holder | $1,415 | $5,219-72.9% | $6,735-79.0% | $5,651-75.0% |