Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,304 | $100,938-92.8% | $90,461-91.9% | $158,982-95.4% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 22.64% | 1727.20%-1704.6pp | 1294.76%-1272.1pp | 302.99%-280.4pp |
| Employer contribution / active EE | $403 | $3,691-89.1% | $3,264-87.7% | $4,763-91.5% |
| Participant deferral / active EE | $753 | $4,350-82.7% | $3,964-81.0% | $5,983-87.4% |
| Admin fee / account holder | $2,169 | $6,510-66.7% | $5,617-61.4% | $11,252-80.7% |