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 | $13,796 | $106,003-87.0% | $92,236-85.0% | $147,585-90.7% |
| Participation rate | 57.9% | 80.4%-22.5pp | 76.5%-18.6pp | 82.8%-24.9pp |
| Annual return | 22.88% | 50.05%-27.2pp | 176.29%-153.4pp | 578.57%-555.7pp |
| Employer contribution / active EE | $1,321 | $4,333-69.5% | $3,679-64.1% | $4,876-72.9% |
| Participant deferral / active EE | $1,693 | $4,478-62.2% | $3,897-56.5% | $5,439-68.9% |
| Admin fee / account holder | $700 | $6,333-89.0% | $5,194-86.5% | $10,885-93.6% |