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 | $6,193 | $108,285-94.3% | $77,552-92.0% | $158,982-96.1% |
| Participation rate | 20.8% | 64.4%-43.6pp | 54.2%-33.4pp | 82.0%-61.1pp |
| Annual return | 37.54% | 31.69%+5.8pp | 54.82%-17.3pp | 302.99%-265.5pp |
| Employer contribution / active EE | $593 | $1,325-55.2% | $987-39.9% | $4,763-87.5% |
| Participant deferral / active EE | $1,024 | $2,455-58.3% | $1,861-45.0% | $5,983-82.9% |
| Admin fee / account holder | $487 | $3,709-86.9% | $2,859-83.0% | $11,252-95.7% |