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 | $19,079 | $210,908-91.0% | $153,643-87.6% | $145,884-86.9% |
| Participation rate | 61.5% | 82.1%-20.6pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 9.38% | 13.46%-4.1pp | 15.71%-6.3pp | 551.85%-542.5pp |
| Employer contribution / active EE | $3,232 | $6,055-46.6% | $5,039-35.9% | $4,662-30.7% |
| Participant deferral / active EE | $2,498 | $7,976-68.7% | $6,754-63.0% | $6,690-62.7% |
| Admin fee / account holder | $2,956 | $19,477-84.8% | $12,739-76.8% | $13,392-77.9% |