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 | $4,712 | $185,312-97.5% | $161,489-97.1% | $154,746-97.0% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 19.52% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,744 | $4,769-63.4% | $4,268-59.1% | $4,379-60.2% |
| Participant deferral / active EE | $2,020 | $6,350-68.2% | $5,630-64.1% | $6,730-70.0% |
| Admin fee / account holder | $1,696 | $18,654-90.9% | $16,006-89.4% | $14,365-88.2% |