Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,423 | $58,099-83.8% | $76,902-87.7% | $75,177-87.5% |
| Participation rate | 31.3% | 63.9%-32.6pp | 69.6%-38.4pp | 67.2%-36.0pp |
| Annual return | 128.74% | 26.71%+102.0pp | 37.91%+90.8pp | 160.75%-32.0pp |
| Employer contribution / active EE | $787 | $1,996-60.5% | $2,534-68.9% | $2,671-70.5% |
| Participant deferral / active EE | $1,023 | $2,999-65.9% | $3,833-73.3% | $4,126-75.2% |
| Admin fee / account holder | $1,006 | $4,778-79.0% | $5,479-81.6% | $5,651-82.2% |