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 | $6,683 | $110,212-93.9% | $96,534-93.1% | $139,466-95.2% |
| Participation rate | 65.2% | 78.1%-12.9pp | 76.0%-10.8pp | 80.3%-15.1pp |
| Annual return | 39.05% | 26.42%+12.6pp | 25.88%+13.2pp | 373.66%-334.6pp |
| Employer contribution / active EE | $2,392 | $3,620-33.9% | $2,965-19.3% | $4,754-49.7% |
| Participant deferral / active EE | $2,798 | $5,547-49.6% | $4,851-42.3% | $6,712-58.3% |
| Admin fee / account holder | $673 | $11,599-94.2% | $8,253-91.8% | $11,409-94.1% |