Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,583 | $226,105-92.2% | $182,540-90.4% | $152,897-88.5% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.0%-22.4pp | 82.5%-26.9pp |
| Annual return | 31.38% | 192.58%-161.2pp | 148.58%-117.2pp | 345.43%-314.1pp |
| Employer contribution / active EE | $842 | $4,978-83.1% | $4,076-79.3% | $4,764-82.3% |
| Participant deferral / active EE | $1,813 | $6,370-71.5% | $5,525-67.2% | $5,851-69.0% |
| Admin fee / account holder | $695 | $10,706-93.5% | $8,593-91.9% | $11,599-94.0% |