Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,024 | $80,753-72.7% | $136,298-83.8% | $62,293-64.6% |
| Participation rate | 46.9% | 73.5%-26.7pp | 81.9%-35.0pp | 69.5%-22.6pp |
| Annual return | 102.04% | 35.83%+66.2pp | 5156.27%-5054.2pp | 28.90%+73.1pp |
| Employer contribution / active EE | $833 | $2,884-71.1% | $4,696-82.3% | $2,042-59.2% |
| Participant deferral / active EE | $3,468 | $5,164-32.8% | $6,247-44.5% | $3,169+9.4% |
| Admin fee / account holder | $904 | $525+72.1% | $9,244-90.2% | $479+88.6% |