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 | $9,719 | $113,338-91.4% | $94,993-89.8% | $147,586-93.4% |
| Participation rate | 29.2% | 78.0%-48.8pp | 73.9%-44.7pp | 82.8%-53.7pp |
| Annual return | 26.39% | 20.80%+5.6pp | 27.14%-0.7pp | 578.59%-552.2pp |
| Employer contribution / active EE | $621 | $3,160-80.3% | $2,603-76.1% | $4,876-87.3% |
| Participant deferral / active EE | $823 | $3,777-78.2% | $3,317-75.2% | $5,439-84.9% |
| Admin fee / account holder | $389 | $6,063-93.6% | $4,960-92.2% | $10,886-96.4% |