Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,195 | $202,345-90.5% | $172,755-88.9% | $152,885-87.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 34.20% | 1029.77%-995.6pp | 802.94%-768.7pp | 345.39%-311.2pp |
| Employer contribution / active EE | $1,545 | $5,858-73.6% | $5,144-70.0% | $4,763-67.6% |
| Participant deferral / active EE | $3,029 | $5,948-49.1% | $5,198-41.7% | $5,851-48.2% |
| Admin fee / account holder | $1,212 | $17,111-92.9% | $13,955-91.3% | $11,598-89.6% |