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 | $20,404 | $116,203-82.4% | $93,621-78.2% | $152,897-86.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.8%-9.2pp | 82.5%-15.8pp |
| Annual return | 27.54% | 35.96%-8.4pp | 32.76%-5.2pp | 345.43%-317.9pp |
| Employer contribution / active EE | $1,327 | $3,219-58.8% | $2,719-51.2% | $4,764-72.1% |
| Participant deferral / active EE | $3,330 | $4,605-27.7% | $4,070-18.2% | $5,851-43.1% |
| Admin fee / account holder | $1,472 | $10,751-86.3% | $7,890-81.3% | $11,599-87.3% |