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 | $4,931 | $109,905-95.5% | $98,506-95.0% | $167,553-97.1% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 9.97% | 1960.20%-1950.2pp | 1494.92%-1484.9pp | 478.89%-468.9pp |
| Employer contribution / active EE | $777 | $3,226-75.9% | $2,961-73.7% | $4,840-83.9% |
| Participant deferral / active EE | $4,601 | $4,674-1.6% | $4,277+7.6% | $6,343-27.5% |
| Admin fee / account holder | $29,380 | $6,760+334.6% | $5,955+393.4% | $12,316+138.5% |