Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,308 | $77,157-81.5% | $108,405-86.8% | $85,847-83.3% |
| Participation rate | 50.0% | 74.7%-24.7pp | 80.1%-30.1pp | 69.3%-19.3pp |
| Annual return | 14.52% | 44.55%-30.0pp | 905.55%-891.0pp | 318.61%-304.1pp |
| Employer contribution / active EE | $1,122 | $2,379-52.8% | $3,559-68.5% | $2,565-56.3% |
| Participant deferral / active EE | $4,366 | $5,567-21.6% | $6,563-33.5% | $3,952+10.5% |
| Admin fee / account holder | $1,164 | $5,174-77.5% | $7,297-84.0% | $6,261-81.4% |