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 | $5,903 | $156,963-96.2% | $121,204-95.1% | $139,466-95.8% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 30.59% | 1476.75%-1446.2pp | 987.18%-956.6pp | 373.66%-343.1pp |
| Employer contribution / active EE | $1,993 | $5,544-64.1% | $4,170-52.2% | $4,754-58.1% |
| Participant deferral / active EE | $3,082 | $4,848-36.4% | $4,083-24.5% | $6,712-54.1% |
| Admin fee / account holder | $4,637 | $6,953-33.3% | $5,651-18.0% | $11,409-59.4% |