Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,072 | $165,381-95.7% | $149,730-95.3% | $158,966-95.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 29.56% | 348.29%-318.7pp | 276.70%-247.1pp | 302.95%-273.4pp |
| Employer contribution / active EE | $3,345 | $5,104-34.5% | $4,645-28.0% | $4,762-29.8% |
| Participant deferral / active EE | $4,052 | $7,182-43.6% | $6,843-40.8% | $5,983-32.3% |
| Admin fee / account holder | $2,725 | $10,809-74.8% | $9,310-70.7% | $11,250-75.8% |