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 | $3,476 | $106,918-96.7% | $84,021-95.9% | $152,897-97.7% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.5%-20.0pp |
| Annual return | 24.32% | 105.01%-80.7pp | 71.32%-47.0pp | 345.43%-321.1pp |
| Employer contribution / active EE | $729 | $2,735-73.4% | $1,984-63.3% | $4,764-84.7% |
| Participant deferral / active EE | $1,007 | $4,012-74.9% | $3,239-68.9% | $5,851-82.8% |
| Admin fee / account holder | $886 | $8,288-89.3% | $6,102-85.5% | $11,599-92.4% |