Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,096 | $157,304-90.4% | $141,197-89.3% | $152,909-90.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 138.08% | 64.34%+73.7pp | 71.41%+66.7pp | 345.46%-207.4pp |
| Employer contribution / active EE | $1,761 | $5,263-66.5% | $4,736-62.8% | $4,764-63.0% |
| Participant deferral / active EE | $2,805 | $7,111-60.6% | $6,710-58.2% | $5,851-52.1% |
| Admin fee / account holder | $362 | $12,126-97.0% | $10,265-96.5% | $11,601-96.9% |