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 | $9,818 | $176,688-94.4% | $130,660-92.5% | $152,909-93.6% |
| Participation rate | 60.0% | 79.0%-19.0pp | 71.7%-11.7pp | 82.5%-22.5pp |
| Annual return | 71.56% | 2693.08%-2621.5pp | 1709.29%-1637.7pp | 345.46%-273.9pp |
| Employer contribution / active EE | $544 | $5,743-90.5% | $4,092-86.7% | $4,764-88.6% |
| Participant deferral / active EE | $4,064 | $4,362-6.8% | $3,603+12.8% | $5,851-30.5% |
| Admin fee / account holder | $491 | $7,131-93.1% | $5,463-91.0% | $11,601-95.8% |