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 | $166,089-94.9% | $164,928-94.9% | $145,978-94.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 15.99% | 100.26%-84.3pp | 70.08%-54.1pp | 550.52%-534.5pp |
| Employer contribution / active EE | $2,629 | $5,276-50.2% | $4,343-39.5% | $4,662-43.6% |
| Participant deferral / active EE | $2,629 | $6,961-62.2% | $6,034-56.4% | $6,690-60.7% |
| Admin fee / account holder | $1,222 | $16,641-92.7% | $12,684-90.4% | $13,400-90.9% |