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 | $5,535 | $110,629-95.0% | $80,784-93.1% | $167,553-96.7% |
| Participation rate | 14.3% | 64.0%-49.7pp | 54.2%-39.9pp | 82.1%-67.8pp |
| Annual return | 7.57% | 120.58%-113.0pp | 87.31%-79.7pp | 478.89%-471.3pp |
| Employer contribution / active EE | $279 | $1,543-81.9% | $1,160-76.0% | $4,840-94.2% |
| Participant deferral / active EE | $425 | $2,871-85.2% | $2,145-80.2% | $6,343-93.3% |
| Admin fee / account holder | $3,479 | $4,547-23.5% | $3,380+2.9% | $12,316-71.8% |