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 | $10,444 | $150,447-93.1% | $136,298-92.3% | $147,586-92.9% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 3302.79% | 1049.15%+2253.6pp | 5156.27%-1853.5pp | 578.59%+2724.2pp |
| Employer contribution / active EE | $890 | $5,256-83.1% | $4,696-81.0% | $4,876-81.8% |
| Participant deferral / active EE | $2,518 | $6,631-62.0% | $6,247-59.7% | $5,439-53.7% |
| Admin fee / account holder | $2,372 | $10,906-78.3% | $9,244-74.3% | $10,886-78.2% |