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 | $25,709 | $144,130-82.2% | $117,861-78.2% | $147,586-82.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 21.32% | 531.20%-509.9pp | 335.11%-313.8pp | 578.59%-557.3pp |
| Employer contribution / active EE | $2,366 | $4,897-51.7% | $3,786-37.5% | $4,876-51.5% |
| Participant deferral / active EE | $5,246 | $5,316-1.3% | $4,482+17.0% | $5,439-3.6% |
| Admin fee / account holder | $4,836 | $10,887-55.6% | $8,021-39.7% | $10,886-55.6% |