Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,370 | $124,330-93.3% | $109,173-92.3% | $167,536-95.0% |
| Participation rate | 63.6% | 79.5%-15.8pp | 75.9%-12.2pp | 82.1%-18.5pp |
| Annual return | 17.07% | 26.04%-9.0pp | 25.75%-8.7pp | 478.82%-461.7pp |
| Employer contribution / active EE | $1,684 | $4,209-60.0% | $3,723-54.8% | $4,839-65.2% |
| Participant deferral / active EE | $2,042 | $5,256-61.2% | $4,654-56.1% | $6,342-67.8% |
| Admin fee / account holder | $1,125 | $7,974-85.9% | $6,755-83.4% | $12,315-90.9% |