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 | $18,421 | $166,268-88.9% | $165,100-88.8% | $145,897-87.4% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 9.16% | 100.52%-91.4pp | 70.21%-61.1pp | 552.29%-543.1pp |
| Employer contribution / active EE | $2,209 | $5,284-58.2% | $4,348-49.2% | $4,663-52.6% |
| Participant deferral / active EE | $5,035 | $6,964-27.7% | $6,035-16.6% | $6,689-24.7% |
| Admin fee / account holder | $797 | $16,659-95.2% | $12,696-93.7% | $13,390-94.0% |