Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,918 | $175,257-90.9% | $149,717-89.4% | $139,456-88.6% |
| Participation rate | 14.3% | 83.4%-69.1pp | 78.8%-64.5pp | 80.3%-66.0pp |
| Annual return | 70.96% | 166.70%-95.7pp | 134.41%-63.5pp | 373.45%-302.5pp |
| Employer contribution / active EE | $3,059 | $5,477-44.1% | $4,820-36.5% | $4,753-35.6% |
| Participant deferral / active EE | $10,093 | $6,521+54.8% | $5,682+77.6% | $6,711+50.4% |
| Admin fee / account holder | $7,170 | $16,156-55.6% | $13,213-45.7% | $11,407-37.1% |