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 | $6,589 | $169,356-96.1% | $129,406-94.9% | $145,897-95.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 10.48% | 14418.62%-14408.1pp | 9468.18%-9457.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,310 | $5,542-76.4% | $4,155-68.5% | $4,663-71.9% |
| Participant deferral / active EE | $2,847 | $4,987-42.9% | $4,167-31.7% | $6,689-57.4% |
| Admin fee / account holder | $764 | $9,915-92.3% | $7,689-90.1% | $13,390-94.3% |