Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,515 | $45,050-81.1% | $63,018-86.5% | $70,126-87.9% |
| Participation rate | 65.4% | 69.5%-4.1pp | 74.8%-9.4pp | 69.5%-4.2pp |
| Annual return | 35.17% | 18.76%+16.4pp | 87.62%-52.5pp | 73.15%-38.0pp |
| Employer contribution / active EE | $1,068 | $2,052-48.0% | $2,761-61.3% | $2,343-54.4% |
| Participant deferral / active EE | $1,441 | $2,466-41.6% | $3,330-56.7% | $3,332-56.8% |
| Admin fee / account holder | $410 | $2,834-85.5% | $3,601-88.6% | $4,645-91.2% |