Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,470 | $176,688-93.5% | $130,660-91.2% | $152,897-92.5% |
| Participation rate | 58.8% | 79.0%-20.1pp | 71.7%-12.9pp | 82.5%-23.6pp |
| Annual return | 25.13% | 2693.08%-2668.0pp | 1709.29%-1684.2pp | 345.43%-320.3pp |
| Employer contribution / active EE | $731 | $5,743-87.3% | $4,092-82.1% | $4,764-84.6% |
| Participant deferral / active EE | $1,148 | $4,362-73.7% | $3,603-68.1% | $5,851-80.4% |
| Admin fee / account holder | $444 | $7,131-93.8% | $5,463-91.9% | $11,599-96.2% |