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 | $8,782 | $166,242-94.7% | $165,071-94.7% | $145,884-94.0% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.6%-33.2pp | 80.3%-34.8pp |
| Annual return | 12.97% | 100.44%-87.5pp | 70.17%-57.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,507 | $5,283-71.5% | $4,347-65.3% | $4,662-67.7% |
| Participant deferral / active EE | $2,282 | $6,964-67.2% | $6,035-62.2% | $6,690-65.9% |
| Admin fee / account holder | $9,889 | $16,658-40.6% | $12,695-22.1% | $13,392-26.2% |