Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,050 | $60,305-88.3% | $81,780-91.4% | $74,400-90.5% |
| Participation rate | 68.3% | 62.9%+5.4pp | 72.4%-4.1pp | 67.2%+1.0pp |
| Annual return | 22.61% | 16.89%+5.7pp | 776.27%-753.7pp | 1367.51%-1344.9pp |
| Employer contribution / active EE | $452 | $2,623-82.8% | $2,914-84.5% | $2,624-82.8% |
| Participant deferral / active EE | $1,219 | $3,390-64.0% | $4,321-71.8% | $4,348-72.0% |
| Admin fee / account holder | $767 | $1,484-48.3% | $7,384-89.6% | $1,944-60.6% |