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 | $16,916 | $112,933-85.0% | $90,970-81.4% | $158,982-89.4% |
| Participation rate | 68.4% | 74.7%-6.3pp | 69.0%-0.6pp | 82.0%-13.5pp |
| Annual return | 20.68% | 215.82%-195.1pp | 134.60%-113.9pp | 302.99%-282.3pp |
| Employer contribution / active EE | $1,125 | $2,893-61.1% | $2,122-47.0% | $4,763-76.4% |
| Participant deferral / active EE | $2,421 | $4,128-41.3% | $3,373-28.2% | $5,983-59.5% |
| Admin fee / account holder | $976 | $8,047-87.9% | $5,961-83.6% | $11,252-91.3% |