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 | $3,245 | $55,902-94.2% | $76,030-95.7% | $80,959-96.0% |
| Participation rate | 23.1% | 62.1%-39.0pp | 69.1%-46.0pp | 67.7%-44.6pp |
| Annual return | 41.60% | 20.59%+21.0pp | 361.54%-319.9pp | 35.67%+5.9pp |
| Employer contribution / active EE | $729 | $1,867-61.0% | $2,688-72.9% | $2,757-73.6% |
| Participant deferral / active EE | $1,940 | $3,051-36.4% | $4,257-54.4% | $4,300-54.9% |
| Admin fee / account holder | $6,137 | $5,239+17.1% | $6,421-4.4% | $6,925-11.4% |