Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,442 | $150,435-95.1% | $120,580-93.8% | $145,897-94.9% |
| Participation rate | 33.3% | 78.8%-45.5pp | 72.0%-38.6pp | 80.3%-47.0pp |
| Annual return | 16.32% | 154.60%-138.3pp | 107.48%-91.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $2,963 | $4,352-31.9% | $3,469-14.6% | $4,663-36.4% |
| Participant deferral / active EE | $2,963 | $6,174-52.0% | $4,995-40.7% | $6,689-55.7% |
| Admin fee / account holder | $4,275 | $12,182-64.9% | $9,418-54.6% | $13,390-68.1% |