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 | $8,277 | $69,518-88.1% | $59,887-86.2% | $135,379-93.9% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.7%-31.8pp | 82.6%-39.8pp |
| Annual return | 77.32% | 7.95%+69.4pp | 3.46%+73.9pp | 519.79%-442.5pp |
| Employer contribution / active EE | $804 | $3,235-75.1% | $2,722-70.5% | $4,779-83.2% |
| Participant deferral / active EE | $1,885 | $4,204-55.2% | $3,402-44.6% | $5,609-66.4% |
| Admin fee / account holder | $450 | $5,734-92.2% | $3,591-87.5% | $10,828-95.8% |