Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,305 | $101,752-90.9% | $164,928-94.4% | $80,911-88.5% |
| Participation rate | 61.1% | 71.8%-10.7pp | 78.6%-17.5pp | 67.6%-6.5pp |
| Annual return | 17.42% | 16.73%+0.7pp | 70.08%-52.7pp | 35.63%-18.2pp |
| Employer contribution / active EE | $1,540 | $2,953-47.9% | $4,343-64.5% | $2,756-44.1% |
| Participant deferral / active EE | $2,056 | $4,477-54.1% | $6,034-65.9% | $4,297-52.1% |
| Admin fee / account holder | $1,311 | $8,218-84.0% | $12,684-89.7% | $6,935-81.1% |