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 | $10,733 | $105,160-89.8% | $94,679-88.7% | $139,456-92.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 17.20% | 38.04%-20.8pp | 156.75%-139.6pp | 373.45%-356.3pp |
| Employer contribution / active EE | $1,269 | $4,107-69.1% | $3,673-65.5% | $4,753-73.3% |
| Participant deferral / active EE | $3,056 | $7,599-59.8% | $7,417-58.8% | $6,711-54.5% |
| Admin fee / account holder | $1,311 | $8,988-85.4% | $7,233-81.9% | $11,407-88.5% |