Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,535 | $65,364-90.0% | $92,909-93.0% | $72,975-91.0% |
| Participation rate | 59.4% | 68.3%-8.9pp | 76.0%-16.6pp | 69.5%-10.1pp |
| Annual return | 41.12% | 42.11%-1.0pp | 109.44%-68.3pp | 81.01%-39.9pp |
| Employer contribution / active EE | $5,450 | $2,594+110.1% | $3,653+49.2% | $2,440+123.4% |
| Participant deferral / active EE | $2,081 | $3,128-33.5% | $4,238-50.9% | $3,608-42.3% |
| Admin fee / account holder | $2,607 | $4,251-38.7% | $5,795-55.0% | $5,124-49.1% |