Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,282 | $155,555-94.0% | $146,866-93.7% | $155,188-94.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 20.21% | 115.41%-95.2pp | 102.85%-82.6pp | 148.84%-128.6pp |
| Employer contribution / active EE | $4,584 | $4,647-1.3% | $4,425+3.6% | $4,248+7.9% |
| Participant deferral / active EE | $7,768 | $8,044-3.4% | $7,759+0.1% | $6,531+18.9% |
| Admin fee / account holder | $3,861 | $14,755-73.8% | $13,620-71.7% | $14,480-73.3% |