Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,755 | $65,575-82.1% | $86,209-86.4% | $75,181-84.4% |
| Participation rate | 51.9% | 60.5%-8.6pp | 69.0%-17.1pp | 67.2%-15.3pp |
| Annual return | 27.94% | 46.07%-18.1pp | 1169.05%-1141.1pp | 160.69%-132.7pp |
| Employer contribution / active EE | $757 | $1,553-51.2% | $2,381-68.2% | $2,671-71.6% |
| Participant deferral / active EE | $2,263 | $3,023-25.2% | $3,986-43.2% | $4,126-45.2% |
| Admin fee / account holder | $363 | $5,470-93.4% | $6,853-94.7% | $5,650-93.6% |