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 | $17,491 | $183,978-90.5% | $162,171-89.2% | $152,885-88.6% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.6%-43.1pp | 82.5%-38.0pp |
| Annual return | 15.45% | 150.78%-135.3pp | 115.60%-100.2pp | 345.39%-329.9pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,026 | $8,033-62.3% | $7,297-58.5% | $5,851-48.3% |
| Admin fee / account holder | $452 | $13,122-96.6% | $10,843-95.8% | $11,598-96.1% |