Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,492 | $88,672-89.3% | $105,223-91.0% | $82,448-88.5% |
| Participation rate | 59.3% | 67.9%-8.7pp | 75.0%-15.8pp | 68.1%-8.8pp |
| Annual return | 226.81% | 30.86%+196.0pp | 180.65%+46.2pp | 41.64%+185.2pp |
| Employer contribution / active EE | $1,481 | $3,048-51.4% | $3,689-59.8% | $2,551-41.9% |
| Participant deferral / active EE | $2,263 | $4,036-43.9% | $5,072-55.4% | $4,139-45.3% |
| Admin fee / account holder | $1,031 | $7,146-85.6% | $8,859-88.4% | $7,234-85.7% |