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 | $14,572 | $93,598-84.4% | $135,974-89.3% | $75,173-80.6% |
| Participation rate | 46.4% | 75.2%-28.8pp | 81.9%-35.5pp | 67.2%-20.8pp |
| Annual return | 33.53% | 30.89%+2.6pp | 68.30%-34.8pp | 160.72%-127.2pp |
| Employer contribution / active EE | $1,198 | $3,538-66.1% | $4,859-75.4% | $2,671-55.2% |
| Participant deferral / active EE | $3,108 | $6,405-51.5% | $7,760-59.9% | $4,126-24.7% |
| Admin fee / account holder | $372 | $6,978-94.7% | $10,767-96.5% | $5,651-93.4% |