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 | $10,941 | $134,817-91.9% | $123,973-91.2% | $155,188-92.9% |
| Participation rate | 46.2% | 79.4%-33.2pp | 76.7%-30.5pp | 80.8%-34.6pp |
| Annual return | 19.58% | 515.49%-495.9pp | 388.13%-368.5pp | 148.84%-129.3pp |
| Employer contribution / active EE | $2,241 | $4,425-49.3% | $4,126-45.7% | $4,248-47.2% |
| Participant deferral / active EE | $3,180 | $5,706-44.3% | $5,247-39.4% | $6,531-51.3% |
| Admin fee / account holder | $836 | $13,245-93.7% | $11,799-92.9% | $14,480-94.2% |