Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,744 | $150,442-85.5% | $136,295-84.0% | $147,585-85.3% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 15.98% | 1049.09%-1033.1pp | 5155.97%-5140.0pp | 578.56%-562.6pp |
| Employer contribution / active EE | $1,363 | $5,256-74.1% | $4,695-71.0% | $4,876-72.0% |
| Participant deferral / active EE | $2,636 | $6,630-60.2% | $6,247-57.8% | $5,439-51.5% |
| Admin fee / account holder | $8,790 | $10,905-19.4% | $9,243-4.9% | $10,885-19.3% |