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 | $5,053 | $96,691-94.8% | $86,656-94.2% | $139,487-96.4% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 51.80% | 106.87%-55.1pp | 593.09%-541.3pp | 373.84%-322.0pp |
| Employer contribution / active EE | $388 | $3,267-88.1% | $3,025-87.2% | $4,755-91.9% |
| Participant deferral / active EE | $1,117 | $4,838-76.9% | $4,439-74.8% | $6,713-83.4% |
| Admin fee / account holder | $491 | $6,414-92.4% | $5,619-91.3% | $11,407-95.7% |