Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,896 | $73,532-75.7% | $178,505-90.0% | $74,478-76.0% |
| Participation rate | 63.2% | 66.6%-3.4pp | 77.1%-13.9pp | 67.2%-4.0pp |
| Annual return | 24.11% | 17.49%+6.6pp | 27.16%-3.0pp | 1370.56%-1346.5pp |
| Employer contribution / active EE | $1,067 | $2,221-51.9% | $3,955-73.0% | $2,626-59.4% |
| Participant deferral / active EE | $4,167 | $4,519-7.8% | $6,280-33.6% | $4,350-4.2% |
| Admin fee / account holder | $1,110 | $1,813-38.8% | $10,428-89.4% | $1,946-43.0% |