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 | $20,831 | $209,847-90.1% | $189,520-89.0% | $167,518-87.6% |
| Participation rate | 55.6% | 88.7%-33.1pp | 87.8%-32.2pp | 82.1%-26.6pp |
| Annual return | 16.98% | 748.45%-731.5pp | 555.25%-538.3pp | 478.71%-461.7pp |
| Employer contribution / active EE | $2,314 | $6,913-66.5% | $6,161-62.4% | $4,838-52.2% |
| Participant deferral / active EE | $4,230 | $8,934-52.7% | $8,220-48.5% | $6,342-33.3% |
| Admin fee / account holder | $1,084 | $14,295-92.4% | $12,046-91.0% | $12,312-91.2% |