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 | $15,433 | $228,352-93.2% | $185,835-91.7% | $158,966-90.3% |
| Participation rate | 58.3% | 82.3%-24.0pp | 78.0%-19.7pp | 82.0%-23.6pp |
| Annual return | 19.14% | 40.81%-21.7pp | 35.96%-16.8pp | 302.95%-283.8pp |
| Employer contribution / active EE | $1,326 | $4,967-73.3% | $4,087-67.6% | $4,762-72.2% |
| Participant deferral / active EE | $1,694 | $6,416-73.6% | $5,633-69.9% | $5,983-71.7% |
| Admin fee / account holder | $1,338 | $11,867-88.7% | $9,502-85.9% | $11,250-88.1% |