Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,585 | $111,814-95.9% | $103,378-95.6% | $145,978-96.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.31% | 24.80%-11.5pp | 24.91%-11.6pp | 550.52%-537.2pp |
| Employer contribution / active EE | $3,378 | $4,215-19.9% | $3,870-12.7% | $4,662-27.5% |
| Participant deferral / active EE | $3,839 | $5,618-31.7% | $5,058-24.1% | $6,690-42.6% |
| Admin fee / account holder | $4,013 | $9,764-58.9% | $8,401-52.2% | $13,400-70.1% |