Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,068 | $118,708-83.9% | $98,920-80.7% | $158,982-88.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 18.10% | 372.49%-354.4pp | 196.47%-178.4pp | 302.99%-284.9pp |
| Employer contribution / active EE | $2,494 | $3,334-25.2% | $2,689-7.3% | $4,763-47.6% |
| Participant deferral / active EE | $4,430 | $5,089-13.0% | $4,245+4.4% | $5,983-26.0% |
| Admin fee / account holder | $2,368 | $10,134-76.6% | $6,643-64.4% | $11,252-79.0% |