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 | $23,013 | $150,442-84.7% | $136,295-83.1% | $147,585-84.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 20.29% | 1049.09%-1028.8pp | 5155.97%-5135.7pp | 578.56%-558.3pp |
| Employer contribution / active EE | $1,606 | $5,256-69.5% | $4,695-65.8% | $4,876-67.1% |
| Participant deferral / active EE | $3,577 | $6,630-46.0% | $6,247-42.7% | $5,439-34.2% |
| Admin fee / account holder | $4,118 | $10,905-62.2% | $9,243-55.4% | $10,885-62.2% |