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 | $3,844 | $107,809-96.4% | $97,032-96.0% | $155,188-97.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 10.82% | 38.06%-27.2pp | 35.38%-24.6pp | 148.84%-138.0pp |
| Employer contribution / active EE | $360 | $2,911-87.6% | $2,629-86.3% | $4,248-91.5% |
| Participant deferral / active EE | $1,320 | $5,129-74.3% | $4,672-71.7% | $6,531-79.8% |
| Admin fee / account holder | $8,890 | $10,717-17.1% | $9,418-5.6% | $14,480-38.6% |