Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,499 | $50,554-81.2% | $67,681-86.0% | $87,485-89.1% |
| Participation rate | 35.7% | 67.7%-32.0pp | 73.7%-38.0pp | 68.9%-33.2pp |
| Annual return | 12.71% | 17.81%-5.1pp | 590.58%-577.9pp | 26.06%-13.3pp |
| Employer contribution / active EE | $575 | $1,988-71.1% | $2,678-78.5% | $2,596-77.8% |
| Participant deferral / active EE | $1,140 | $2,961-61.5% | $3,976-71.3% | $4,274-73.3% |
| Admin fee / account holder | $2,082 | $4,132-49.6% | $6,100-65.9% | $7,775-73.2% |