Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,662 | $104,577-94.6% | $76,667-92.6% | $152,909-96.3% |
| Participation rate | 36.4% | 76.6%-40.3pp | 72.1%-35.7pp | 82.5%-46.1pp |
| Annual return | 26.07% | 1014.36%-988.3pp | 1166.74%-1140.7pp | 345.46%-319.4pp |
| Employer contribution / active EE | $544 | $3,119-82.6% | $2,303-76.4% | $4,764-88.6% |
| Participant deferral / active EE | $878 | $4,237-79.3% | $3,336-73.7% | $5,851-85.0% |
| Admin fee / account holder | $1,600 | $12,290-87.0% | $6,423-75.1% | $11,601-86.2% |