Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,844 | $124,346-94.5% | $111,306-93.9% | $167,553-95.9% |
| Participation rate | 38.5% | 79.6%-41.2pp | 77.3%-38.9pp | 82.1%-43.7pp |
| Annual return | 15.57% | 37.46%-21.9pp | 54.67%-39.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $867 | $3,438-74.8% | $2,732-68.2% | $4,840-82.1% |
| Participant deferral / active EE | $1,946 | $5,182-62.4% | $4,488-56.6% | $6,343-69.3% |
| Admin fee / account holder | $3,377 | $10,623-68.2% | $7,966-57.6% | $12,316-72.6% |