Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,401 | $181,062-94.8% | $158,223-94.1% | $155,188-93.9% |
| Participation rate | 68.8% | 82.7%-13.9pp | 79.2%-10.5pp | 80.8%-12.1pp |
| Annual return | 13.16% | 57.39%-44.2pp | 52.09%-38.9pp | 148.84%-135.7pp |
| Employer contribution / active EE | $1,952 | $4,565-57.2% | $4,109-52.5% | $4,248-54.0% |
| Participant deferral / active EE | $4,252 | $6,134-30.7% | $5,467-22.2% | $6,531-34.9% |
| Admin fee / account holder | $3,183 | $18,825-83.1% | $16,047-80.2% | $14,480-78.0% |