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 | $15,445 | $174,018-91.1% | $136,833-88.7% | $198,609-92.2% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.0%-9.0pp | 82.4%-32.4pp |
| Annual return | 16.92% | 35.16%-18.2pp | 35.32%-18.4pp | 202.70%-185.8pp |
| Employer contribution / active EE | $453 | $1,571-71.2% | $1,319-65.6% | $5,055-91.0% |
| Participant deferral / active EE | $1,201 | $2,873-58.2% | $2,441-50.8% | $6,977-82.8% |
| Admin fee / account holder | $3,434 | $5,434-36.8% | $4,706-27.0% | $19,030-82.0% |