Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,746 | $185,905-89.9% | $170,057-89.0% | $139,487-86.6% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 15.55% | 60.56%-45.0pp | 53.42%-37.9pp | 373.84%-358.3pp |
| Employer contribution / active EE | $4,147 | $7,597-45.4% | $6,790-38.9% | $4,755-12.8% |
| Participant deferral / active EE | $9,550 | $11,627-17.9% | $10,411-8.3% | $6,713+42.3% |
| Admin fee / account holder | $23,793 | $15,397+54.5% | $12,826+85.5% | $11,407+108.6% |