Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,724 | $104,251-93.6% | $91,004-92.6% | $147,586-95.4% |
| Participation rate | 64.3% | 78.2%-14.0pp | 75.6%-11.3pp | 82.8%-18.5pp |
| Annual return | 19.19% | 27.06%-7.9pp | 4.60%+14.6pp | 578.59%-559.4pp |
| Employer contribution / active EE | $962 | $3,116-69.1% | $2,456-60.8% | $4,876-80.3% |
| Participant deferral / active EE | $1,602 | $4,195-61.8% | $3,548-54.9% | $5,439-70.5% |
| Admin fee / account holder | $851 | $8,948-90.5% | $5,417-84.3% | $10,886-92.2% |