Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,697 | $176,077-89.4% | $159,455-88.3% | $167,518-88.8% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 22.70% | 331.83%-309.1pp | 263.63%-240.9pp | 478.71%-456.0pp |
| Employer contribution / active EE | $2,227 | $5,298-58.0% | $4,830-53.9% | $4,838-54.0% |
| Participant deferral / active EE | $4,328 | $7,751-44.2% | $7,353-41.1% | $6,342-31.7% |
| Admin fee / account holder | $441 | $12,556-96.5% | $10,800-95.9% | $12,312-96.4% |