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 | $13,911 | $160,040-91.3% | $147,096-90.5% | $145,877-90.5% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 13.90% | 98.49%-84.6pp | 419.75%-405.8pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,426 | $5,289-73.0% | $4,936-71.1% | $4,663-69.4% |
| Participant deferral / active EE | $3,620 | $8,429-57.0% | $8,071-55.1% | $6,691-45.9% |
| Admin fee / account holder | $690 | $15,050-95.4% | $13,005-94.7% | $13,402-94.9% |