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 | $18,990 | $150,445-87.4% | $136,297-86.1% | $147,585-87.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 22.54% | 1049.14%-1026.6pp | 5156.16%-5133.6pp | 578.57%-556.0pp |
| Employer contribution / active EE | $2,518 | $5,256-52.1% | $4,696-46.4% | $4,876-48.4% |
| Participant deferral / active EE | $6,431 | $6,631-3.0% | $6,247+2.9% | $5,439+18.2% |
| Admin fee / account holder | $1,740 | $10,906-84.0% | $9,244-81.2% | $10,885-84.0% |