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 | $6,744 | $183,539-96.3% | $155,556-95.7% | $145,897-95.4% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 13.18% | 61.31%-48.1pp | 64.84%-51.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,209 | $5,315-77.3% | $4,675-74.1% | $4,663-74.1% |
| Participant deferral / active EE | $3,009 | $6,467-53.5% | $5,631-46.6% | $6,689-55.0% |
| Admin fee / account holder | $7,037 | $19,275-63.5% | $15,885-55.7% | $13,390-47.4% |