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 | $1,500 | $165,381-99.1% | $149,730-99.0% | $158,966-99.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 111.30% | 348.29%-237.0pp | 276.70%-165.4pp | 302.95%-191.6pp |
| Employer contribution / active EE | $2,048 | $5,104-59.9% | $4,645-55.9% | $4,762-57.0% |
| Participant deferral / active EE | $6,546 | $7,182-8.9% | $6,843-4.3% | $5,983+9.4% |
| Admin fee / account holder | $6,531 | $10,809-39.6% | $9,310-29.9% | $11,250-41.9% |