Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $5,772 | $104,116-94.5% | $71,089-91.9% | $135,380-95.7% |
| Participation rate | 9.5% | 65.7%-56.1pp | 54.6%-45.1pp | 82.6%-73.1pp |
| Annual return | 2237.50% | 1256.51%+981.0pp | 650.65%+1586.9pp | 519.81%+1717.7pp |
| Employer contribution / active EE | $66 | $1,485-95.5% | $1,088-93.9% | $4,779-98.6% |
| Participant deferral / active EE | $83 | $2,524-96.7% | $1,873-95.6% | $5,609-98.5% |
| Admin fee / account holder | $496 | $4,142-88.0% | $3,082-83.9% | $10,828-95.4% |