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 | $15,597 | $51,466-69.7% | $78,778-80.2% | $62,293-75.0% |
| Participation rate | 43.2% | 59.8%-16.6pp | 69.2%-26.0pp | 69.5%-26.3pp |
| Annual return | 24.95% | 19.96%+5.0pp | 35.62%-10.7pp | 28.90%-3.9pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,716 | $2,147-20.1% | $2,958-42.0% | $3,169-45.9% |
| Admin fee / account holder | $9,549 | $489+1851.5% | $5,134+86.0% | $479+1892.2% |