Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,120 | $196,972-86.7% | $182,262-85.7% | $198,609-86.8% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 24.76% | 158.27%-133.5pp | 140.60%-115.8pp | 202.70%-177.9pp |
| Employer contribution / active EE | $7,182 | $5,364+33.9% | $5,046+42.3% | $5,055+42.1% |
| Participant deferral / active EE | $9,843 | $8,643+13.9% | $8,276+18.9% | $6,977+41.1% |
| Admin fee / account holder | $27,036 | $18,429+46.7% | $16,712+61.8% | $19,030+42.1% |