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 | $7,780 | $108,897-92.9% | $100,378-92.2% | $145,877-94.7% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 47.68% | 58.17%-10.5pp | 49.41%-1.7pp | 551.28%-503.6pp |
| Employer contribution / active EE | $1,930 | $4,420-56.3% | $3,942-51.1% | $4,663-58.6% |
| Participant deferral / active EE | $4,303 | $8,455-49.1% | $8,087-46.8% | $6,691-35.7% |
| Admin fee / account holder | $656 | $9,690-93.2% | $7,899-91.7% | $13,402-95.1% |