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 | $4,575 | $100,203-95.4% | $85,240-94.6% | $145,897-96.9% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 10.78% | 84.28%-73.5pp | 66.75%-56.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $917 | $3,242-71.7% | $2,735-66.5% | $4,663-80.3% |
| Participant deferral / active EE | $1,346 | $5,299-74.6% | $4,527-70.3% | $6,689-79.9% |
| Admin fee / account holder | $3,994 | $7,265-45.0% | $6,165-35.2% | $13,390-70.2% |