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 | $17,023 | $78,670-78.4% | $109,173-84.4% | $85,847-80.2% |
| Participation rate | 48.6% | 68.3%-19.6pp | 75.9%-27.2pp | 69.3%-20.7pp |
| Annual return | 24.08% | 25.09%-1.0pp | 25.75%-1.7pp | 318.61%-294.5pp |
| Employer contribution / active EE | $2,215 | $2,734-19.0% | $3,723-40.5% | $2,565-13.7% |
| Participant deferral / active EE | $3,934 | $3,467+13.4% | $4,654-15.5% | $3,952-0.5% |
| Admin fee / account holder | $931 | $5,469-83.0% | $6,755-86.2% | $6,261-85.1% |