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 | $11,898 | $73,518-83.8% | $63,003-81.1% | $147,585-91.9% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.8%-11.2pp | 82.8%-19.2pp |
| Annual return | 16.77% | 175.46%-158.7pp | 87.59%-70.8pp | 578.56%-561.8pp |
| Employer contribution / active EE | $453 | $3,322-86.4% | $2,760-83.6% | $4,876-90.7% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $694 | $5,952-88.3% | $3,600-80.7% | $10,885-93.6% |