Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,984 | $125,237-88.0% | $105,608-85.8% | $145,877-89.7% |
| Participation rate | 44.4% | 77.7%-33.2pp | 75.3%-30.8pp | 80.3%-35.9pp |
| Annual return | 8.97% | 225.76%-216.8pp | 116.50%-107.5pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,132 | $3,720-69.6% | $3,167-64.2% | $4,663-75.7% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,111 | $17,287-76.2% | $11,028-62.7% | $13,402-69.3% |