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 | $13,732 | $157,276-91.3% | $141,177-90.3% | $152,885-91.0% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 25.41% | 64.33%-38.9pp | 71.40%-46.0pp | 345.39%-320.0pp |
| Employer contribution / active EE | $1,546 | $5,262-70.6% | $4,736-67.3% | $4,763-67.5% |
| Participant deferral / active EE | $2,893 | $7,110-59.3% | $6,710-56.9% | $5,851-50.6% |
| Admin fee / account holder | $404 | $12,123-96.7% | $10,263-96.1% | $11,598-96.5% |