Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,542 | $69,771-74.9% | $67,524-74.0% | $74,400-76.4% |
| Participation rate | 17.4% | 71.4%-54.0pp | 72.9%-55.5pp | 67.2%-49.8pp |
| Annual return | 169.36% | -40.49%+209.9pp | 3519.41%-3350.0pp | 1367.51%-1198.2pp |
| Employer contribution / active EE | $692 | $2,710-74.5% | $2,734-74.7% | $2,624-73.6% |
| Participant deferral / active EE | $1,915 | $3,638-47.4% | $4,001-52.1% | $4,348-56.0% |
| Admin fee / account holder | $805 | $889-9.5% | $4,001-79.9% | $1,944-58.6% |