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 | $13,691 | $106,008-87.1% | $92,240-85.2% | $147,586-90.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 30.17% | 50.05%-19.9pp | 176.29%-146.1pp | 578.59%-548.4pp |
| Employer contribution / active EE | $1,371 | $4,333-68.4% | $3,680-62.7% | $4,876-71.9% |
| Participant deferral / active EE | $3,956 | $4,478-11.7% | $3,897+1.5% | $5,439-27.3% |
| Admin fee / account holder | $2,810 | $6,333-55.6% | $5,194-45.9% | $10,886-74.2% |