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 | $11,113 | $77,419-85.6% | $69,461-84.0% | $152,870-92.7% |
| Participation rate | 31.6% | 78.1%-46.5pp | 74.6%-43.0pp | 82.4%-50.9pp |
| Annual return | 23.85% | 39.07%-15.2pp | 28.97%-5.1pp | 345.34%-321.5pp |
| Employer contribution / active EE | $598 | $3,315-81.9% | $2,779-78.5% | $4,763-87.4% |
| Participant deferral / active EE | $1,230 | $4,414-72.1% | $3,536-65.2% | $5,850-79.0% |
| Admin fee / account holder | $7,651 | $6,207+23.3% | $3,840+99.3% | $11,597-34.0% |