Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,140 | $112,933-92.8% | $90,970-91.1% | $158,982-94.9% |
| Participation rate | 59.1% | 74.7%-15.6pp | 69.0%-9.9pp | 82.0%-22.9pp |
| Annual return | 25.70% | 215.82%-190.1pp | 134.60%-108.9pp | 302.99%-277.3pp |
| Employer contribution / active EE | $933 | $2,893-67.8% | $2,122-56.0% | $4,763-80.4% |
| Participant deferral / active EE | $2,022 | $4,128-51.0% | $3,373-40.0% | $5,983-66.2% |
| Admin fee / account holder | $5,223 | $8,047-35.1% | $5,961-12.4% | $11,252-53.6% |