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 | $12,085 | $148,623-91.9% | $135,974-91.1% | $139,466-91.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 13.71% | 79.30%-65.6pp | 68.30%-54.6pp | 373.66%-360.0pp |
| Employer contribution / active EE | $3,028 | $5,246-42.3% | $4,859-37.7% | $4,754-36.3% |
| Participant deferral / active EE | $9,334 | $8,103+15.2% | $7,760+20.3% | $6,712+39.1% |
| Admin fee / account holder | $44,873 | $12,406+261.7% | $10,767+316.8% | $11,409+293.3% |