Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,981 | $150,445-94.7% | $136,297-94.1% | $147,585-94.6% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 28.20% | 1049.14%-1020.9pp | 5156.16%-5128.0pp | 578.57%-550.4pp |
| Employer contribution / active EE | $2,540 | $5,256-51.7% | $4,696-45.9% | $4,876-47.9% |
| Participant deferral / active EE | $3,081 | $6,631-53.5% | $6,247-50.7% | $5,439-43.3% |
| Admin fee / account holder | $2,122 | $10,906-80.5% | $9,244-77.0% | $10,885-80.5% |