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 | $9,703 | $85,171-88.6% | $172,752-94.4% | $72,975-86.7% |
| Participation rate | 56.0% | 70.1%-14.1pp | 82.6%-26.6pp | 69.5%-13.5pp |
| Annual return | 27.18% | 27.32%-0.1pp | 802.97%-775.8pp | 81.01%-53.8pp |
| Employer contribution / active EE | $545 | $3,324-83.6% | $5,144-89.4% | $2,440-77.7% |
| Participant deferral / active EE | $2,645 | $3,260-18.9% | $5,198-49.1% | $3,608-26.7% |
| Admin fee / account holder | $844 | $5,880-85.6% | $13,955-93.9% | $5,124-83.5% |