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 | $16,997 | $165,399-89.7% | $149,745-88.6% | $158,982-89.3% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 44.31% | 348.34%-304.0pp | 276.72%-232.4pp | 302.99%-258.7pp |
| Employer contribution / active EE | $1,943 | $5,105-61.9% | $4,646-58.2% | $4,763-59.2% |
| Participant deferral / active EE | $3,120 | $7,183-56.6% | $6,843-54.4% | $5,983-47.9% |
| Admin fee / account holder | $3,755 | $10,811-65.3% | $9,312-59.7% | $11,252-66.6% |