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 | $5,468 | $110,248-95.0% | $95,728-94.3% | $139,456-96.1% |
| Participation rate | 40.0% | 75.7%-35.7pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 9.38% | 27.16%-17.8pp | 28.40%-19.0pp | 373.45%-364.1pp |
| Employer contribution / active EE | $706 | $3,258-78.3% | $2,835-75.1% | $4,753-85.1% |
| Participant deferral / active EE | $966 | $4,675-79.3% | $4,245-77.2% | $6,711-85.6% |
| Admin fee / account holder | $9,111 | $6,607+37.9% | $5,673+60.6% | $11,407-20.1% |