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 | $8,663 | $139,948-93.8% | $121,663-92.9% | $154,746-94.4% |
| Participation rate | 64.7% | 78.0%-13.3pp | 74.5%-9.8pp | 80.7%-16.0pp |
| Annual return | 19.49% | 230.52%-211.0pp | 147.54%-128.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,239 | $5,629-60.2% | $4,887-54.2% | $6,730-66.7% |
| Admin fee / account holder | $3,697 | $17,321-78.7% | $14,289-74.1% | $14,365-74.3% |