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 | $15,902 | $183,592-91.3% | $155,574-89.8% | $145,877-89.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 17.12% | 61.37%-44.3pp | 64.87%-47.7pp | 551.28%-534.2pp |
| Employer contribution / active EE | $4,044 | $5,317-23.9% | $4,676-13.5% | $4,663-13.3% |
| Participant deferral / active EE | $7,255 | $6,466+12.2% | $5,629+28.9% | $6,691+8.4% |
| Admin fee / account holder | $1,066 | $19,316-94.5% | $15,914-93.3% | $13,402-92.0% |