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 | $13,952 | $174,018-92.0% | $136,833-89.8% | $198,609-93.0% |
| Participation rate | 60.0% | 65.1%-5.1pp | 59.0%+1.0pp | 82.4%-22.4pp |
| Annual return | 14.00% | 35.16%-21.2pp | 35.32%-21.3pp | 202.70%-188.7pp |
| Employer contribution / active EE | $610 | $1,571-61.2% | $1,319-53.7% | $5,055-87.9% |
| Participant deferral / active EE | $1,263 | $2,873-56.0% | $2,441-48.2% | $6,977-81.9% |
| Admin fee / account holder | $472 | $5,434-91.3% | $4,706-90.0% | $19,030-97.5% |