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 | $8,508 | $98,240-91.3% | $82,312-89.7% | $147,586-94.2% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 41.53% | 30.85%+10.7pp | 25.88%+15.7pp | 578.59%-537.1pp |
| Employer contribution / active EE | $7,485 | $3,192+134.5% | $2,428+208.2% | $4,876+53.5% |
| Participant deferral / active EE | $11,314 | $4,383+158.1% | $3,706+205.3% | $5,439+108.0% |
| Admin fee / account holder | $2,592 | $8,563-69.7% | $5,608-53.8% | $10,886-76.2% |