Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,984 | $90,606-93.4% | $79,466-92.5% | $135,379-95.6% |
| Participation rate | 35.0% | 76.0%-41.0pp | 73.3%-38.3pp | 82.6%-47.6pp |
| Annual return | 8.57% | 977.69%-969.1pp | 718.28%-709.7pp | 519.79%-511.2pp |
| Employer contribution / active EE | $324 | $3,068-89.4% | $2,800-88.4% | $4,779-93.2% |
| Participant deferral / active EE | $917 | $4,050-77.4% | $3,704-75.2% | $5,609-83.6% |
| Admin fee / account holder | $1,392 | $5,895-76.4% | $5,104-72.7% | $10,828-87.1% |