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 | $10,084 | $58,927-82.9% | $76,823-86.9% | $72,983-86.2% |
| Participation rate | 34.2% | 67.3%-33.1pp | 72.1%-37.9pp | 69.5%-35.3pp |
| Annual return | 26.84% | 2305.64%-2278.8pp | 1166.42%-1139.6pp | 81.01%-54.2pp |
| Employer contribution / active EE | $718 | $1,787-59.8% | $2,302-68.8% | $2,440-70.6% |
| Participant deferral / active EE | $1,113 | $2,690-58.6% | $3,336-66.6% | $3,608-69.1% |
| Admin fee / account holder | $605 | $4,013-84.9% | $6,422-90.6% | $5,124-88.2% |