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 | $13,362 | $156,398-91.5% | $147,318-90.9% | $138,895-90.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 14.46% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,837 | $4,853-41.5% | $4,593-38.2% | $4,194-32.4% |
| Participant deferral / active EE | $6,402 | $8,237-22.3% | $7,906-19.0% | $6,396+0.1% |
| Admin fee / account holder | $183,214 | $14,976+1123.4% | $13,708+1236.6% | $12,562+1358.5% |