Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,682 | $58,493-69.8% | $84,023-79.0% | $72,976-75.8% |
| Participation rate | 59.0% | 61.2%-2.3pp | 69.0%-10.0pp | 69.5%-10.5pp |
| Annual return | 986.50% | 28.93%+957.6pp | 71.32%+915.2pp | 81.02%+905.5pp |
| Employer contribution / active EE | $670 | $1,163-42.4% | $1,984-66.2% | $2,440-72.5% |
| Participant deferral / active EE | $1,911 | $2,394-20.2% | $3,239-41.0% | $3,608-47.0% |
| Admin fee / account holder | $3,402 | $4,569-25.5% | $6,102-44.3% | $5,124-33.6% |