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 | $31,874 | $101,539-68.6% | $147,041-78.3% | $74,400-57.2% |
| Participation rate | 40.5% | 75.5%-35.0pp | 82.2%-41.6pp | 67.2%-26.7pp |
| Annual return | 45.05% | 8740.84%-8695.8pp | 419.21%-374.2pp | 1367.51%-1322.5pp |
| Employer contribution / active EE | $2,008 | $3,811-47.3% | $4,935-59.3% | $2,624-23.5% |
| Participant deferral / active EE | $4,102 | $7,304-43.8% | $8,071-49.2% | $4,348-5.7% |
| Admin fee / account holder | $4,192 | $1,749+139.6% | $13,006-67.8% | $1,944+115.7% |