Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,626 | $88,672-92.5% | $105,223-93.7% | $82,448-92.0% |
| Participation rate | 48.1% | 67.9%-19.8pp | 75.0%-26.9pp | 68.1%-19.9pp |
| Annual return | 13.99% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,189 | $3,048-61.0% | $3,689-67.8% | $2,551-53.4% |
| Participant deferral / active EE | $2,059 | $4,036-49.0% | $5,072-59.4% | $4,139-50.3% |
| Admin fee / account holder | $3,636 | $7,146-49.1% | $8,859-59.0% | $7,234-49.7% |