Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,235 | $91,179-85.5% | $178,499-92.6% | $79,852-83.4% |
| Participation rate | 66.1% | 69.2%-3.1pp | 81.9%-15.8pp | 69.6%-3.5pp |
| Annual return | 28.86% | 24.19%+4.7pp | 151.10%-122.2pp | 31.72%-2.9pp |
| Employer contribution / active EE | $2,530 | $3,256-22.3% | $5,011-49.5% | $2,471+2.4% |
| Participant deferral / active EE | $3,259 | $3,236+0.7% | $5,202-37.3% | $3,740-12.9% |
| Admin fee / account holder | $3,523 | $6,749-47.8% | $13,986-74.8% | $5,306-33.6% |