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 | $6,826 | $100,895-93.2% | $90,430-92.5% | $158,950-95.7% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 11.04% | 1725.54%-1714.5pp | 1293.73%-1282.7pp | 302.91%-291.9pp |
| Employer contribution / active EE | $417 | $3,689-88.7% | $3,262-87.2% | $4,762-91.3% |
| Participant deferral / active EE | $1,149 | $4,347-73.6% | $3,963-71.0% | $5,983-80.8% |
| Admin fee / account holder | $1,231 | $6,505-81.1% | $5,613-78.1% | $11,248-89.1% |