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 | $8,993 | $158,393-94.3% | $143,412-93.7% | $155,188-94.2% |
| Participation rate | 66.7% | 79.7%-13.1pp | 78.5%-11.8pp | 80.8%-14.1pp |
| Annual return | 18.72% | 324.22%-305.5pp | 256.99%-238.3pp | 148.84%-130.1pp |
| Employer contribution / active EE | $1,856 | $3,911-52.6% | $3,748-50.5% | $4,248-56.3% |
| Participant deferral / active EE | $2,747 | $7,193-61.8% | $6,816-59.7% | $6,531-57.9% |
| Admin fee / account holder | $1,461 | $12,964-88.7% | $11,396-87.2% | $14,480-89.9% |