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 | $3,234 | $99,053-96.7% | $88,179-96.3% | $138,895-97.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 17.63% | 78.17%-60.5pp | 64.97%-47.3pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,655 | $2,882-42.6% | $2,549-35.1% | $4,194-60.6% |
| Participant deferral / active EE | $1,645 | $5,225-68.5% | $4,614-64.3% | $6,396-74.3% |
| Admin fee / account holder | $2,409 | $8,748-72.5% | $7,673-68.6% | $12,562-80.8% |