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 | $6,881 | $112,729-93.9% | $98,716-93.0% | $137,256-95.0% |
| Participation rate | 56.3% | 74.2%-18.0pp | 69.3%-13.0pp | 80.0%-23.7pp |
| Annual return | 17.46% | 38.48%-21.0pp | 31.81%-14.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $640 | $2,725-76.5% | $2,279-71.9% | $4,156-84.6% |
| Participant deferral / active EE | $1,236 | $4,640-73.4% | $4,048-69.5% | $6,407-80.7% |
| Admin fee / account holder | $637 | $10,129-93.7% | $8,703-92.7% | $12,270-94.8% |