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 | $6,541 | $81,233-91.9% | $155,567-95.8% | $80,874-91.9% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.6%-42.6pp |
| Annual return | 43.85% | 33.33%+10.5pp | 64.74%-20.9pp | 35.62%+8.2pp |
| Employer contribution / active EE | $593 | $3,101-80.9% | $4,674-87.3% | $2,756-78.5% |
| Participant deferral / active EE | $1,542 | $3,452-55.3% | $5,628-72.6% | $4,297-64.1% |
| Admin fee / account holder | $14,686 | $7,998+83.6% | $15,916-7.7% | $6,935+111.8% |