Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,831 | $176,105-92.1% | $159,474-91.3% | $167,536-91.7% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 35.28% | 331.91%-296.6pp | 263.68%-228.4pp | 478.82%-443.5pp |
| Employer contribution / active EE | $1,740 | $5,299-67.2% | $4,831-64.0% | $4,839-64.0% |
| Participant deferral / active EE | $2,831 | $7,751-63.5% | $7,353-61.5% | $6,342-55.4% |
| Admin fee / account holder | $334 | $12,559-97.3% | $10,802-96.9% | $12,315-97.3% |