Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,186 | $57,305-87.5% | $86,640-91.7% | $75,173-90.4% |
| Participation rate | 69.3% | 63.2%+6.1pp | 71.7%-2.4pp | 67.2%+2.1pp |
| Annual return | 19.22% | 2674.24%-2655.0pp | 592.52%-573.3pp | 160.72%-141.5pp |
| Employer contribution / active EE | $585 | $2,316-74.7% | $3,024-80.7% | $2,671-78.1% |
| Participant deferral / active EE | $1,104 | $3,320-66.8% | $4,438-75.1% | $4,126-73.3% |
| Admin fee / account holder | $503 | $4,116-87.8% | $5,616-91.0% | $5,651-91.1% |