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 | $16,620 | $117,895-85.9% | $102,460-83.8% | $145,897-88.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 18.98% | 31.92%-12.9pp | 29.47%-10.5pp | 552.29%-533.3pp |
| Employer contribution / active EE | $1,082 | $3,619-70.1% | $3,025-64.2% | $4,663-76.8% |
| Participant deferral / active EE | $4,870 | $5,736-15.1% | $5,056-3.7% | $6,689-27.2% |
| Admin fee / account holder | $1,332 | $13,353-90.0% | $9,460-85.9% | $13,390-90.1% |