Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,387 | $183,516-93.8% | $155,534-92.7% | $145,884-92.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.95% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,092 | $5,315-60.6% | $4,675-55.3% | $4,662-55.1% |
| Participant deferral / active EE | $2,722 | $6,467-57.9% | $5,630-51.7% | $6,690-59.3% |
| Admin fee / account holder | $2,534 | $19,293-86.9% | $15,900-84.1% | $13,392-81.1% |