Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $5,920 | $84,708-93.0% | $75,714-92.2% | $167,536-96.5% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.8%-49.8pp | 82.1%-57.1pp |
| Annual return | 21.27% | 199.62%-178.3pp | 104.62%-83.3pp | 478.82%-457.5pp |
| Employer contribution / active EE | $1,072 | $3,231-66.8% | $2,744-60.9% | $4,839-77.9% |
| Participant deferral / active EE | $5,118 | $4,577+11.8% | $3,820+34.0% | $6,342-19.3% |
| Admin fee / account holder | $812 | $5,358-84.8% | $3,619-77.6% | $12,315-93.4% |