Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,260 | $176,120-98.7% | $159,487-98.6% | $167,553-98.7% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 18.96% | 331.95%-313.0pp | 263.71%-244.7pp | 478.89%-459.9pp |
| Employer contribution / active EE | $1,055 | $5,299-80.1% | $4,831-78.2% | $4,840-78.2% |
| Participant deferral / active EE | $2,704 | $7,752-65.1% | $7,354-63.2% | $6,343-57.4% |
| Admin fee / account holder | $7,749 | $12,561-38.3% | $10,804-28.3% | $12,316-37.1% |