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 | $6,351 | $100,911-93.7% | $90,440-93.0% | $158,966-96.0% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.7%-18.8pp | 82.0%-28.1pp |
| Annual return | 11.74% | 1726.62%-1714.9pp | 1294.38%-1282.6pp | 302.95%-291.2pp |
| Employer contribution / active EE | $850 | $3,690-77.0% | $3,263-74.0% | $4,762-82.2% |
| Participant deferral / active EE | $2,347 | $4,348-46.0% | $3,964-40.8% | $5,983-60.8% |
| Admin fee / account holder | $3,570 | $6,507-45.1% | $5,615-36.4% | $11,250-68.3% |