Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,126 | $198,457-93.9% | $170,435-92.9% | $147,586-91.8% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 16.84% | 257.30%-240.5pp | 205.94%-189.1pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,395 | $6,183-77.4% | $5,432-74.3% | $4,876-71.4% |
| Participant deferral / active EE | $2,073 | $5,629-63.2% | $4,939-58.0% | $5,439-61.9% |
| Admin fee / account holder | $8,114 | $16,852-51.9% | $13,881-41.5% | $10,886-25.5% |