Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,770 | $48,053-81.7% | $84,637-89.6% | $72,976-88.0% |
| Participation rate | 9.0% | 57.6%-48.6pp | 68.2%-59.3pp | 69.5%-60.5pp |
| Annual return | 43.74% | 37.39%+6.4pp | 258.82%-215.1pp | 81.02%-37.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $801 | $2,681-70.1% | $3,900-79.5% | $3,608-77.8% |
| Admin fee / account holder | $544 | $3,395-84.0% | $4,914-88.9% | $5,124-89.4% |