Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,154 | $112,933-95.4% | $90,970-94.3% | $158,982-96.8% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 32.02% | 215.82%-183.8pp | 134.60%-102.6pp | 302.99%-271.0pp |
| Employer contribution / active EE | $581 | $2,893-79.9% | $2,122-72.6% | $4,763-87.8% |
| Participant deferral / active EE | $1,184 | $4,128-71.3% | $3,373-64.9% | $5,983-80.2% |
| Admin fee / account holder | $2,048 | $8,047-74.6% | $5,961-65.7% | $11,252-81.8% |