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 | $5,570 | $47,479-88.3% | $62,929-91.1% | $82,448-93.2% |
| Participation rate | 58.7% | 66.9%-8.2pp | 73.1%-14.4pp | 68.1%-9.4pp |
| Annual return | 31.72% | 20.34%+11.4pp | 1063.93%-1032.2pp | 41.64%-9.9pp |
| Employer contribution / active EE | $525 | $1,885-72.2% | $2,505-79.0% | $2,551-79.4% |
| Participant deferral / active EE | $1,344 | $2,870-53.2% | $3,888-65.4% | $4,139-67.5% |
| Admin fee / account holder | $358 | $3,804-90.6% | $5,065-92.9% | $7,234-95.1% |