Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,738 | $115,814-91.6% | $101,275-90.4% | $158,982-93.9% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | 96.66% | 56.16%+40.5pp | 46.48%+50.2pp | 302.99%-206.3pp |
| Employer contribution / active EE | $1,337 | $4,176-68.0% | $3,660-63.5% | $4,763-71.9% |
| Participant deferral / active EE | $1,607 | $4,958-67.6% | $4,371-63.2% | $5,983-73.1% |
| Admin fee / account holder | $336 | $7,249-95.4% | $5,948-94.4% | $11,252-97.0% |