Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,063 | $95,406-90.5% | $185,849-95.1% | $85,847-89.4% |
| Participation rate | 36.6% | 68.8%-32.2pp | 81.7%-45.1pp | 69.3%-32.7pp |
| Annual return | 32.57% | 23.59%+9.0pp | 122.10%-89.5pp | 318.61%-286.0pp |
| Employer contribution / active EE | $520 | $3,314-84.3% | $5,169-89.9% | $2,565-79.7% |
| Participant deferral / active EE | $1,123 | $3,424-67.2% | $5,569-79.8% | $3,952-71.6% |
| Admin fee / account holder | $825 | $7,214-88.6% | $16,244-94.9% | $6,261-86.8% |