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 | $4,685 | $30,437-84.6% | $56,033-91.6% | $74,459-93.7% |
| Participation rate | 60.6% | 32.9%+27.7pp | 52.5%+8.1pp | 67.2%-6.7pp |
| Annual return | 18.98% | 24.96%-6.0pp | 1711.38%-1692.4pp | 1369.70%-1350.7pp |
| Employer contribution / active EE | $140 | $610-77.0% | $1,041-86.5% | $2,626-94.7% |
| Participant deferral / active EE | $1,388 | $1,176+18.1% | $1,954-29.0% | $4,350-68.1% |
| Admin fee / account holder | $336 | $2,363-85.8% | $2,827-88.1% | $1,945-82.7% |