Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,064 | $127,762-93.7% | $106,545-92.4% | $167,497-95.2% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 11.29% | 33.87%-22.6pp | 26.80%-15.5pp | 478.62%-467.3pp |
| Employer contribution / active EE | $790 | $3,427-76.9% | $2,819-72.0% | $4,838-83.7% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,831 | $11,226-83.7% | $7,407-75.3% | $12,310-85.1% |