Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,034 | $95,406-93.7% | $185,849-96.8% | $85,847-93.0% |
| Participation rate | 56.9% | 68.8%-11.8pp | 81.7%-24.8pp | 69.3%-12.4pp |
| Annual return | 29.89% | 23.59%+6.3pp | 122.10%-92.2pp | 318.61%-288.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,093 | $3,424-68.1% | $5,569-80.4% | $3,952-72.3% |
| Admin fee / account holder | $842 | $7,214-88.3% | $16,244-94.8% | $6,261-86.6% |