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 | $13,980 | $84,236-83.4% | $170,435-91.8% | $70,126-80.1% |
| Participation rate | 34.3% | 70.8%-36.5pp | 83.6%-49.3pp | 69.5%-35.3pp |
| Annual return | 74.66% | 23.06%+51.6pp | 205.94%-131.3pp | 73.15%+1.5pp |
| Employer contribution / active EE | $520 | $3,387-84.6% | $5,432-90.4% | $2,343-77.8% |
| Participant deferral / active EE | $1,650 | $3,086-46.5% | $4,939-66.6% | $3,332-50.5% |
| Admin fee / account holder | $1,964 | $5,698-65.5% | $13,881-85.9% | $4,645-57.7% |