Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,121 | $61,166-85.1% | $185,849-95.1% | $79,391-88.5% |
| Participation rate | 35.8% | 66.6%-30.8pp | 81.7%-45.9pp | 70.7%-34.9pp |
| Annual return | 63.70% | 19.45%+44.3pp | 122.10%-58.4pp | 116.88%-53.2pp |
| Employer contribution / active EE | $913 | $2,321-60.7% | $5,169-82.3% | $2,428-62.4% |
| Participant deferral / active EE | $1,882 | $2,789-32.5% | $5,569-66.2% | $4,046-53.5% |
| Admin fee / account holder | $1,040 | $710+46.5% | $16,244-93.6% | $627+66.0% |