Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,703 | $202,342-94.7% | $172,753-93.8% | $152,909-93.0% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 29.08% | 1029.88%-1000.8pp | 803.00%-773.9pp | 345.46%-316.4pp |
| Employer contribution / active EE | $2,155 | $5,857-63.2% | $5,144-58.1% | $4,764-54.8% |
| Participant deferral / active EE | $3,719 | $5,948-37.5% | $5,198-28.5% | $5,851-36.4% |
| Admin fee / account holder | $8,386 | $17,112-51.0% | $13,956-39.9% | $11,601-27.7% |