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 | $8,050 | $53,128-84.8% | $86,582-90.7% | $70,126-88.5% |
| Participation rate | 33.3% | 65.3%-32.0pp | 73.5%-40.2pp | 69.5%-36.2pp |
| Annual return | 31.11% | 27.66%+3.5pp | 965.08%-934.0pp | 73.15%-42.0pp |
| Employer contribution / active EE | $627 | $2,068-69.7% | $2,839-77.9% | $2,343-73.2% |
| Participant deferral / active EE | $1,454 | $2,695-46.1% | $3,609-59.7% | $3,332-56.4% |
| Admin fee / account holder | $818 | $3,584-77.2% | $4,904-83.3% | $4,645-82.4% |