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 | $4,660 | $121,701-96.2% | $104,639-95.5% | $158,982-97.1% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 82.31% | 465.72%-383.4pp | 340.67%-258.4pp | 302.99%-220.7pp |
| Employer contribution / active EE | $1,095 | $3,165-65.4% | $2,682-59.2% | $4,763-77.0% |
| Participant deferral / active EE | $1,932 | $4,176-53.7% | $3,738-48.3% | $5,983-67.7% |
| Admin fee / account holder | $662 | $7,778-91.5% | $6,465-89.8% | $11,252-94.1% |