Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,354 | $211,288-96.5% | $178,540-95.9% | $145,884-95.0% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 12.12% | 30.27%-18.2pp | 27.15%-15.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,258 | $4,574-72.5% | $3,953-68.2% | $4,662-73.0% |
| Participant deferral / active EE | $1,265 | $6,967-81.8% | $6,281-79.9% | $6,690-81.1% |
| Admin fee / account holder | $2,084 | $12,105-82.8% | $10,424-80.0% | $13,392-84.4% |