Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,444 | $72,273-82.8% | $101,275-87.7% | $79,856-84.4% |
| Participation rate | 55.2% | 68.5%-13.3pp | 75.8%-20.6pp | 69.6%-14.5pp |
| Annual return | 71.13% | 22.30%+48.8pp | 46.48%+24.6pp | 31.71%+39.4pp |
| Employer contribution / active EE | $1,977 | $2,691-26.6% | $3,660-46.0% | $2,471-20.0% |
| Participant deferral / active EE | $2,917 | $3,282-11.1% | $4,371-33.3% | $3,741-22.0% |
| Admin fee / account holder | $416 | $4,401-90.6% | $5,948-93.0% | $5,306-92.2% |