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 | $3,284 | $102,595-96.8% | $94,057-96.5% | $154,746-97.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 14.47% | 583.42%-568.9pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $5,125 | $3,147+62.8% | $2,933+74.7% | $4,379+17.0% |
| Participant deferral / active EE | $5,075 | $5,118-0.8% | $4,709+7.8% | $6,730-24.6% |
| Admin fee / account holder | $237,075 | $7,736+2964.6% | $7,244+3172.5% | $14,365+1550.3% |