Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,948 | $157,304-91.8% | $141,197-90.8% | $152,909-91.5% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 17.64% | 64.34%-46.7pp | 71.41%-53.8pp | 345.46%-327.8pp |
| Employer contribution / active EE | $2,259 | $5,263-57.1% | $4,736-52.3% | $4,764-52.6% |
| Participant deferral / active EE | $3,196 | $7,111-55.1% | $6,710-52.4% | $5,851-45.4% |
| Admin fee / account holder | $8,217 | $12,126-32.2% | $10,265-19.9% | $11,601-29.2% |