Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,011 | $159,934-90.6% | $147,005-89.8% | $145,959-89.7% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.7pp |
| Annual return | 67.81% | 98.24%-30.4pp | 418.76%-351.0pp | 561.95%-494.1pp |
| Employer contribution / active EE | $1,804 | $5,287-65.9% | $4,934-63.4% | $4,661-61.3% |
| Participant deferral / active EE | $3,615 | $8,427-57.1% | $8,070-55.2% | $6,689-45.9% |
| Admin fee / account holder | $714 | $15,053-95.3% | $13,006-94.5% | $13,398-94.7% |