Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,732 | $159,934-92.0% | $147,005-91.3% | $145,959-91.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.08% | 98.24%-84.2pp | 418.76%-404.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,408 | $5,287-73.4% | $4,934-71.5% | $4,661-69.8% |
| Participant deferral / active EE | $5,632 | $8,427-33.2% | $8,070-30.2% | $6,689-15.8% |
| Admin fee / account holder | $730 | $15,053-95.1% | $13,006-94.4% | $13,398-94.5% |