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 | $11,705 | $50,554-76.8% | $67,681-82.7% | $87,485-86.6% |
| Participation rate | 34.5% | 67.7%-33.2pp | 73.7%-39.2pp | 68.9%-34.4pp |
| Annual return | 16.68% | 17.81%-1.1pp | 590.58%-573.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $509 | $1,988-74.4% | $2,678-81.0% | $2,596-80.4% |
| Participant deferral / active EE | $1,001 | $2,961-66.2% | $3,976-74.8% | $4,274-76.6% |
| Admin fee / account holder | $974 | $4,132-76.4% | $6,100-84.0% | $7,775-87.5% |