Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,274 | $85,171-84.4% | $172,752-92.3% | $72,975-81.8% |
| Participation rate | 67.6% | 70.1%-2.5pp | 82.6%-15.1pp | 69.5%-1.9pp |
| Annual return | 28.65% | 27.32%+1.3pp | 802.97%-774.3pp | 81.01%-52.4pp |
| Employer contribution / active EE | $1,223 | $3,324-63.2% | $5,144-76.2% | $2,440-49.9% |
| Participant deferral / active EE | $4,034 | $3,260+23.7% | $5,198-22.4% | $3,608+11.8% |
| Admin fee / account holder | $2,887 | $5,880-50.9% | $13,955-79.3% | $5,124-43.6% |