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 | $5,655 | $129,737-95.6% | $119,126-95.3% | $154,746-96.3% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 14.54% | 379.08%-364.5pp | 282.11%-267.6pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,168 | $4,375-73.3% | $4,034-71.0% | $4,379-73.3% |
| Participant deferral / active EE | $3,316 | $5,842-43.2% | $5,318-37.6% | $6,730-50.7% |
| Admin fee / account holder | $43,249 | $11,961+261.6% | $10,693+304.4% | $14,365+201.1% |