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 | $16,626 | $135,639-87.7% | $110,241-84.9% | $135,377-87.7% |
| Participation rate | 69.6% | 83.5%-13.9pp | 79.8%-10.3pp | 82.6%-13.1pp |
| Annual return | -7.55% | 513.21%-520.8pp | 314.75%-322.3pp | 519.75%-527.3pp |
| Employer contribution / active EE | $1,066 | $4,907-78.3% | $3,827-72.1% | $4,779-77.7% |
| Participant deferral / active EE | $2,394 | $5,507-56.5% | $4,672-48.8% | $5,609-57.3% |
| Admin fee / account holder | $3,368 | $11,457-70.6% | $8,548-60.6% | $10,828-68.9% |