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 | $2,442 | $110,278-97.8% | $95,740-97.4% | $139,466-98.2% |
| Participation rate | 66.7% | 75.7%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 30.66% | 27.19%+3.5pp | 28.41%+2.2pp | 373.66%-343.0pp |
| Employer contribution / active EE | $811 | $3,260-75.1% | $2,836-71.4% | $4,754-82.9% |
| Participant deferral / active EE | $811 | $4,674-82.6% | $4,244-80.9% | $6,712-87.9% |
| Admin fee / account holder | $642 | $6,613-90.3% | $5,676-88.7% | $11,409-94.4% |