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 | $7,906 | $111,787-92.9% | $93,681-91.6% | $145,978-94.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 17.34% | 203.52%-186.2pp | 133.47%-116.1pp | 550.52%-533.2pp |
| Employer contribution / active EE | $1,149 | $3,093-62.9% | $2,422-52.6% | $4,662-75.4% |
| Participant deferral / active EE | $1,436 | $4,918-70.8% | $4,415-67.5% | $6,690-78.5% |
| Admin fee / account holder | $912 | $10,256-91.1% | $8,290-89.0% | $13,400-93.2% |