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 | $7,090 | $154,228-95.4% | $145,433-95.1% | $137,256-94.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 20.95% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,610 | $4,804-45.7% | $4,554-42.7% | $4,156-37.2% |
| Participant deferral / active EE | $3,226 | $8,216-60.7% | $7,897-59.2% | $6,407-49.7% |
| Admin fee / account holder | $812 | $14,344-94.3% | $13,129-93.8% | $12,270-93.4% |