Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,227 | $89,367-84.1% | $141,191-89.9% | $72,975-80.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 22.76% | 111.87%-89.1pp | 71.41%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,911 | $3,115-38.7% | $4,736-59.7% | $2,440-21.7% |
| Participant deferral / active EE | $3,093 | $5,419-42.9% | $6,710-53.9% | $3,608-14.3% |
| Admin fee / account holder | $326 | $5,957-94.5% | $10,264-96.8% | $5,124-93.6% |