Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,469 | $67,606-93.4% | $82,313-94.6% | $70,124-93.6% |
| Participation rate | 47.5% | 72.8%-25.3pp | 76.9%-29.4pp | 69.5%-22.0pp |
| Annual return | 31.31% | 21.57%+9.7pp | 25.88%+5.4pp | 73.14%-41.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,491 | $2,987-50.1% | $3,706-59.8% | $3,332-55.2% |
| Admin fee / account holder | $1,659 | $4,512-63.2% | $5,608-70.4% | $4,645-64.3% |