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 | $12,815 | $53,128-75.9% | $86,582-85.2% | $70,126-81.7% |
| Participation rate | 51.7% | 65.3%-13.6pp | 73.5%-21.8pp | 69.5%-17.8pp |
| Annual return | 34.28% | 27.66%+6.6pp | 965.08%-930.8pp | 73.15%-38.9pp |
| Employer contribution / active EE | $1,669 | $2,068-19.3% | $2,839-41.2% | $2,343-28.8% |
| Participant deferral / active EE | $2,148 | $2,695-20.3% | $3,609-40.5% | $3,332-35.5% |
| Admin fee / account holder | $1,405 | $3,584-60.8% | $4,904-71.3% | $4,645-69.7% |