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 | $10,685 | $84,236-87.3% | $170,435-93.7% | $70,126-84.8% |
| Participation rate | 53.1% | 70.8%-17.7pp | 83.6%-30.5pp | 69.5%-16.5pp |
| Annual return | 27.98% | 23.06%+4.9pp | 205.94%-178.0pp | 73.15%-45.2pp |
| Employer contribution / active EE | $555 | $3,387-83.6% | $5,432-89.8% | $2,343-76.3% |
| Participant deferral / active EE | $1,259 | $3,086-59.2% | $4,939-74.5% | $3,332-62.2% |
| Admin fee / account holder | $915 | $5,698-83.9% | $13,881-93.4% | $4,645-80.3% |