Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,954 | $48,327-89.7% | $67,575-92.7% | $80,935-93.9% |
| Participation rate | 69.7% | 66.4%+3.3pp | 72.9%-3.2pp | 67.7%+2.0pp |
| Annual return | 20.19% | 18.31%+1.9pp | 3528.98%-3508.8pp | 35.66%-15.5pp |
| Employer contribution / active EE | $1,068 | $2,022-47.2% | $2,736-61.0% | $2,757-61.3% |
| Participant deferral / active EE | $1,404 | $2,927-52.0% | $4,003-64.9% | $4,299-67.3% |
| Admin fee / account holder | $793 | $3,692-78.5% | $3,993-80.1% | $6,924-88.6% |