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 | $8,452 | $166,020-94.9% | $164,866-94.9% | $145,959-94.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 15.99% | 100.08%-84.1pp | 69.97%-54.0pp | 561.95%-546.0pp |
| Employer contribution / active EE | $2,629 | $5,275-50.2% | $4,343-39.5% | $4,661-43.6% |
| Participant deferral / active EE | $2,629 | $6,961-62.2% | $6,033-56.4% | $6,689-60.7% |
| Admin fee / account holder | $1,222 | $16,644-92.7% | $12,689-90.4% | $13,398-90.9% |