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 | $6,225 | $153,311-95.9% | $109,313-94.3% | $273,972-97.7% |
| Participation rate | 38.5% | 80.1%-41.6pp | 71.3%-32.8pp | 83.0%-44.6pp |
| Annual return | 4.05% | 29.86%-25.8pp | 22.07%-18.0pp | 41.46%-37.4pp |
| Employer contribution / active EE | $563 | $5,619-90.0% | $3,892-85.5% | $4,869-88.4% |
| Participant deferral / active EE | $1,975 | $3,932-49.8% | $3,166-37.6% | $5,287-62.6% |
| Admin fee / account holder | $6,135 | $8,076-24.0% | $5,666+8.3% | $10,133-39.5% |