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 | $12,987 | $183,516-92.9% | $155,534-91.7% | $145,884-91.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 169.20% | 61.43%+107.8pp | 64.92%+104.3pp | 551.85%-382.6pp |
| Employer contribution / active EE | $1,771 | $5,315-66.7% | $4,675-62.1% | $4,662-62.0% |
| Participant deferral / active EE | $2,321 | $6,467-64.1% | $5,630-58.8% | $6,690-65.3% |
| Admin fee / account holder | $857 | $19,293-95.6% | $15,900-94.6% | $13,392-93.6% |