Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,544 | $103,008-93.6% | $90,304-92.8% | $152,897-95.7% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 24.65% | 95.22%-70.6pp | 78.13%-53.5pp | 345.43%-320.8pp |
| Employer contribution / active EE | $722 | $3,139-77.0% | $2,855-74.7% | $4,764-84.8% |
| Participant deferral / active EE | $833 | $4,281-80.6% | $3,885-78.6% | $5,851-85.8% |
| Admin fee / account holder | $729 | $6,175-88.2% | $5,354-86.4% | $11,599-93.7% |