Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,342 | $115,225-94.5% | $100,712-93.7% | $138,895-95.4% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 27.99% | 40.35%-12.4pp | 33.27%-5.3pp | 145.39%-117.4pp |
| Employer contribution / active EE | $1,221 | $2,771-55.9% | $2,313-47.2% | $4,194-70.9% |
| Participant deferral / active EE | $1,831 | $4,699-61.0% | $4,085-55.2% | $6,396-71.4% |
| Admin fee / account holder | $1,307 | $10,844-87.9% | $9,256-85.9% | $12,562-89.6% |