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 | $16,866 | $160,059-89.5% | $140,019-88.0% | $135,382-87.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 70.06% | 911.44%-841.4pp | 651.15%-581.1pp | 519.77%-449.7pp |
| Employer contribution / active EE | $1,550 | $6,420-75.9% | $5,605-72.4% | $4,779-67.6% |
| Participant deferral / active EE | $3,565 | $7,641-53.3% | $6,927-48.5% | $5,609-36.4% |
| Admin fee / account holder | $18,568 | $13,328+39.3% | $10,705+73.4% | $10,829+71.5% |