Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,739 | $225,673-97.5% | $203,872-97.2% | $155,188-96.3% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 27.51% | 95.91%-68.4pp | 85.11%-57.6pp | 148.84%-121.3pp |
| Employer contribution / active EE | $1,923 | $4,099-53.1% | $3,757-48.8% | $4,248-54.7% |
| Participant deferral / active EE | $1,731 | $6,893-74.9% | $6,388-72.9% | $6,531-73.5% |
| Admin fee / account holder | $3,945 | $12,327-68.0% | $11,730-66.4% | $14,480-72.8% |