Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,958 | $81,457-90.2% | $103,378-92.3% | $80,911-90.2% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 16.03% | 25.58%-9.5pp | 24.91%-8.9pp | 35.63%-19.6pp |
| Employer contribution / active EE | $1,023 | $3,107-67.1% | $3,870-73.6% | $2,756-62.9% |
| Participant deferral / active EE | $1,758 | $3,871-54.6% | $5,058-65.2% | $4,297-59.1% |
| Admin fee / account holder | $533 | $6,717-92.1% | $8,401-93.7% | $6,935-92.3% |