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 | $7,053 | $109,344-93.6% | $89,400-92.1% | $158,950-95.6% |
| Participation rate | 44.4% | 74.3%-29.8pp | 68.0%-23.5pp | 82.0%-37.5pp |
| Annual return | 37.15% | 345.73%-308.6pp | 245.64%-208.5pp | 302.91%-265.8pp |
| Employer contribution / active EE | $771 | $3,170-75.7% | $2,586-70.2% | $4,762-83.8% |
| Participant deferral / active EE | $1,079 | $4,599-76.5% | $3,890-72.3% | $5,983-82.0% |
| Admin fee / account holder | $1,070 | $6,154-82.6% | $4,882-78.1% | $11,248-90.5% |