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 | $7,442 | $100,938-92.6% | $90,461-91.8% | $158,982-95.3% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 20.78% | 1727.20%-1706.4pp | 1294.76%-1274.0pp | 302.99%-282.2pp |
| Employer contribution / active EE | $769 | $3,691-79.2% | $3,264-76.4% | $4,763-83.9% |
| Participant deferral / active EE | $848 | $4,350-80.5% | $3,964-78.6% | $5,983-85.8% |
| Admin fee / account holder | $1,270 | $6,510-80.5% | $5,617-77.4% | $11,252-88.7% |