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 | $13,543 | $183,592-92.6% | $155,574-91.3% | $145,877-90.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 22.72% | 61.37%-38.7pp | 64.87%-42.1pp | 551.28%-528.6pp |
| Employer contribution / active EE | $3,514 | $5,317-33.9% | $4,676-24.9% | $4,663-24.6% |
| Participant deferral / active EE | $8,251 | $6,466+27.6% | $5,629+46.6% | $6,691+23.3% |
| Admin fee / account holder | $448 | $19,316-97.7% | $15,914-97.2% | $13,402-96.7% |