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 | $6,850 | $110,379-93.8% | $102,412-93.3% | $145,884-95.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.49% | 24.84%-13.3pp | 24.94%-13.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $3,095 | $4,216-26.6% | $3,870-20.0% | $4,662-33.6% |
| Participant deferral / active EE | $3,095 | $5,622-45.0% | $5,060-38.8% | $6,690-53.7% |
| Admin fee / account holder | $306 | $9,745-96.9% | $8,388-96.4% | $13,392-97.7% |