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 | $4,907 | $109,872-95.5% | $98,483-95.0% | $167,536-97.1% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 12.63% | 1959.31%-1946.7pp | 1494.38%-1481.8pp | 478.82%-466.2pp |
| Employer contribution / active EE | $846 | $3,225-73.8% | $2,961-71.4% | $4,839-82.5% |
| Participant deferral / active EE | $893 | $4,673-80.9% | $4,276-79.1% | $6,342-85.9% |
| Admin fee / account holder | $576 | $6,757-91.5% | $5,953-90.3% | $12,315-95.3% |