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 | $11,971 | $55,470-78.4% | $155,556-92.3% | $74,478-83.9% |
| Participation rate | 30.0% | 61.9%-31.9pp | 78.2%-48.2pp | 67.2%-37.2pp |
| Annual return | 22.34% | 269.80%-247.5pp | 64.84%-42.5pp | 1370.56%-1348.2pp |
| Employer contribution / active EE | $723 | $2,267-68.1% | $4,675-84.5% | $2,626-72.5% |
| Participant deferral / active EE | $1,023 | $2,838-63.9% | $5,631-81.8% | $4,350-76.5% |
| Admin fee / account holder | $960 | $1,744-45.0% | $15,885-94.0% | $1,946-50.7% |