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 | $13,200 | $95,406-86.2% | $185,849-92.9% | $85,847-84.6% |
| Participation rate | 49.4% | 68.8%-19.4pp | 81.7%-32.4pp | 69.3%-20.0pp |
| Annual return | 20.00% | 23.59%-3.6pp | 122.10%-102.1pp | 318.61%-298.6pp |
| Employer contribution / active EE | $652 | $3,314-80.3% | $5,169-87.4% | $2,565-74.6% |
| Participant deferral / active EE | $1,443 | $3,424-57.9% | $5,569-74.1% | $3,952-63.5% |
| Admin fee / account holder | $479 | $7,214-93.4% | $16,244-97.1% | $6,261-92.4% |