Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,659 | $85,169-84.0% | $172,755-92.1% | $72,983-81.3% |
| Participation rate | 35.7% | 70.1%-34.3pp | 82.6%-46.9pp | 69.5%-33.8pp |
| Annual return | 23.40% | 27.32%-3.9pp | 802.94%-779.5pp | 81.01%-57.6pp |
| Employer contribution / active EE | $678 | $3,324-79.6% | $5,144-86.8% | $2,440-72.2% |
| Participant deferral / active EE | $1,631 | $3,260-50.0% | $5,198-68.6% | $3,608-54.8% |
| Admin fee / account holder | $2,326 | $5,880-60.4% | $13,955-83.3% | $5,124-54.6% |