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 | $16,093 | $185,225-91.3% | $142,898-88.7% | $167,536-90.4% |
| Participation rate | 62.5% | 78.5%-16.0pp | 72.0%-9.5pp | 82.1%-19.6pp |
| Annual return | 14.92% | 8558.12%-8543.2pp | 5639.64%-5624.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $1,058 | $5,607-81.1% | $4,146-74.5% | $4,839-78.1% |
| Participant deferral / active EE | $2,898 | $4,496-35.5% | $3,838-24.5% | $6,342-54.3% |
| Admin fee / account holder | $361 | $8,032-95.5% | $6,560-94.5% | $12,315-97.1% |