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 | $5,466 | $77,908-93.0% | $149,696-96.3% | $75,173-92.7% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 23.79% | 31.73%-7.9pp | 134.46%-110.7pp | 160.72%-136.9pp |
| Employer contribution / active EE | $1,470 | $3,138-53.1% | $4,821-69.5% | $2,671-45.0% |
| Participant deferral / active EE | $1,984 | $3,411-41.8% | $5,682-65.1% | $4,126-51.9% |
| Admin fee / account holder | $1,226 | $5,950-79.4% | $13,212-90.7% | $5,651-78.3% |