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 | $5,165 | $92,798-94.4% | $96,707-94.7% | $137,256-96.2% |
| Participation rate | 62.5% | 81.6%-19.1pp | 80.4%-17.9pp | 80.0%-17.5pp |
| Annual return | 20.83% | 31.24%-10.4pp | 34.78%-14.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,015 | $4,147-75.5% | $4,191-75.8% | $4,156-75.6% |
| Participant deferral / active EE | $1,762 | $5,877-70.0% | $5,997-70.6% | $6,407-72.5% |
| Admin fee / account holder | $360 | $7,946-95.5% | $7,503-95.2% | $12,270-97.1% |