Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,125 | $57,305-85.8% | $86,640-90.6% | $75,173-89.2% |
| Participation rate | 58.1% | 63.2%-5.1pp | 71.7%-13.6pp | 67.2%-9.1pp |
| Annual return | 45.42% | 2674.24%-2628.8pp | 592.52%-547.1pp | 160.72%-115.3pp |
| Employer contribution / active EE | $1,232 | $2,316-46.8% | $3,024-59.3% | $2,671-53.9% |
| Participant deferral / active EE | $2,484 | $3,320-25.2% | $4,438-44.0% | $4,126-39.8% |
| Admin fee / account holder | $634 | $4,116-84.6% | $5,616-88.7% | $5,651-88.8% |