Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,685 | $93,598-83.2% | $135,974-88.5% | $75,173-79.1% |
| Participation rate | 67.1% | 75.2%-8.1pp | 81.9%-14.8pp | 67.2%-0.1pp |
| Annual return | 196.25% | 30.89%+165.4pp | 68.30%+127.9pp | 160.72%+35.5pp |
| Employer contribution / active EE | $1,023 | $3,538-71.1% | $4,859-78.9% | $2,671-61.7% |
| Participant deferral / active EE | $2,922 | $6,405-54.4% | $7,760-62.3% | $4,126-29.2% |
| Admin fee / account holder | $382 | $6,978-94.5% | $10,767-96.4% | $5,651-93.2% |