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 | $7,784 | $99,011-92.1% | $86,582-91.0% | $147,586-94.7% |
| Participation rate | 69.6% | 76.3%-6.8pp | 73.5%-4.0pp | 82.8%-13.3pp |
| Annual return | 11.61% | 1312.75%-1301.1pp | 965.08%-953.5pp | 578.59%-567.0pp |
| Employer contribution / active EE | $649 | $3,132-79.3% | $2,839-77.2% | $4,876-86.7% |
| Participant deferral / active EE | $806 | $3,972-79.7% | $3,609-77.7% | $5,439-85.2% |
| Admin fee / account holder | $20,914 | $5,709+266.3% | $4,904+326.5% | $10,886+92.1% |