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 | $13,113 | $65,555-80.0% | $86,216-84.8% | $75,173-82.6% |
| Participation rate | 60.0% | 60.5%-0.5pp | 69.0%-9.0pp | 67.2%-7.2pp |
| Annual return | 18.03% | 46.07%-28.0pp | 1169.42%-1151.4pp | 160.72%-142.7pp |
| Employer contribution / active EE | $912 | $1,553-41.3% | $2,382-61.7% | $2,671-65.9% |
| Participant deferral / active EE | $1,958 | $3,023-35.2% | $3,986-50.9% | $4,126-52.5% |
| Admin fee / account holder | $489 | $5,469-91.1% | $6,853-92.9% | $5,651-91.3% |