Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,799 | $165,361-95.3% | $149,715-94.8% | $158,950-95.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 65.61% | 348.24%-282.6pp | 276.66%-211.1pp | 302.91%-237.3pp |
| Employer contribution / active EE | $1,244 | $5,103-75.6% | $4,645-73.2% | $4,762-73.9% |
| Participant deferral / active EE | $7,784 | $7,182+8.4% | $6,842+13.8% | $5,983+30.1% |
| Admin fee / account holder | $365 | $10,808-96.6% | $9,310-96.1% | $11,248-96.8% |