Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,288 | $57,305-85.5% | $86,640-90.4% | $75,173-89.0% |
| Participation rate | 41.2% | 63.2%-22.0pp | 71.7%-30.5pp | 67.2%-26.0pp |
| Annual return | 29.65% | 2674.24%-2644.6pp | 592.52%-562.9pp | 160.72%-131.1pp |
| Employer contribution / active EE | $711 | $2,316-69.3% | $3,024-76.5% | $2,671-73.4% |
| Participant deferral / active EE | $1,658 | $3,320-50.0% | $4,438-62.6% | $4,126-59.8% |
| Admin fee / account holder | $702 | $4,116-82.9% | $5,616-87.5% | $5,651-87.6% |