Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,754 | $62,672-84.4% | $185,117-94.7% | $70,126-86.1% |
| Participation rate | 45.2% | 63.8%-18.6pp | 77.3%-32.1pp | 69.5%-24.4pp |
| Annual return | 56.75% | 40.79%+16.0pp | 40.50%+16.2pp | 73.15%-16.4pp |
| Employer contribution / active EE | $392 | $1,753-77.6% | $4,182-90.6% | $2,343-83.3% |
| Participant deferral / active EE | $2,603 | $3,272-20.4% | $5,045-48.4% | $3,332-21.9% |
| Admin fee / account holder | $2,113 | $3,932-46.3% | $8,159-74.1% | $4,645-54.5% |