Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,724 | $174,379-94.4% | $152,093-93.6% | $138,895-93.0% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 12.79% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $917 | $4,652-80.3% | $4,175-78.0% | $4,194-78.1% |
| Participant deferral / active EE | $1,943 | $6,159-68.5% | $5,451-64.4% | $6,396-69.6% |
| Admin fee / account holder | $2,436 | $16,880-85.6% | $14,497-83.2% | $12,562-80.6% |