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 | $4,247 | $103,038-95.9% | $90,324-95.3% | $152,909-97.2% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.5%-38.0pp |
| Annual return | 26.71% | 95.25%-68.5pp | 78.15%-51.4pp | 345.46%-318.8pp |
| Employer contribution / active EE | $743 | $3,141-76.3% | $2,856-74.0% | $4,764-84.4% |
| Participant deferral / active EE | $955 | $4,282-77.7% | $3,885-75.4% | $5,851-83.7% |
| Admin fee / account holder | $781 | $6,177-87.4% | $5,356-85.4% | $11,601-93.3% |