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 | $1,984 | $102,635-98.1% | $86,209-97.7% | $139,456-98.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 56.15% | 1923.53%-1867.4pp | 1169.05%-1112.9pp | 373.45%-317.3pp |
| Employer contribution / active EE | $2,698 | $3,034-11.1% | $2,381+13.3% | $4,753-43.2% |
| Participant deferral / active EE | $3,153 | $4,677-32.6% | $3,986-20.9% | $6,711-53.0% |
| Admin fee / account holder | $2,997 | $8,661-65.4% | $6,853-56.3% | $11,407-73.7% |