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 | $6,890 | $106,247-93.5% | $96,515-92.9% | $139,466-95.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 50.34% | 38.47%+11.9pp | 35.73%+14.6pp | 373.66%-323.3pp |
| Employer contribution / active EE | $1,755 | $4,106-57.3% | $3,740-53.1% | $4,754-63.1% |
| Participant deferral / active EE | $3,889 | $5,456-28.7% | $4,880-20.3% | $6,712-42.1% |
| Admin fee / account holder | $555 | $7,885-93.0% | $6,735-91.8% | $11,409-95.1% |