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 | $12,334 | $55,446-77.8% | $155,574-92.1% | $74,429-83.4% |
| Participation rate | 29.0% | 61.9%-32.9pp | 78.2%-49.2pp | 67.2%-38.2pp |
| Annual return | 11.85% | 269.20%-257.3pp | 64.87%-53.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $422 | $2,266-81.4% | $4,676-91.0% | $2,625-83.9% |
| Participant deferral / active EE | $873 | $2,836-69.2% | $5,629-84.5% | $4,348-79.9% |
| Admin fee / account holder | $2,805 | $1,743+60.9% | $15,914-82.4% | $1,944+44.3% |