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 | $8,431 | $75,959-88.9% | $154,114-94.5% | $64,181-86.9% |
| Participation rate | 58.5% | 70.4%-11.9pp | 83.0%-24.5pp | 69.6%-11.0pp |
| Annual return | 12.07% | 30.32%-18.2pp | 735.16%-723.1pp | 7.63%+4.4pp |
| Employer contribution / active EE | $1,583 | $3,350-52.7% | $5,298-70.1% | $2,381-33.5% |
| Participant deferral / active EE | $2,256 | $3,175-29.0% | $5,081-55.6% | $3,470-35.0% |
| Admin fee / account holder | $7,237 | $5,589+29.5% | $13,411-46.0% | $4,887+48.1% |