Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,298 | $124,346-84.5% | $111,308-82.7% | $167,536-88.5% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 15.07% | 37.45%-22.4pp | 54.67%-39.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $1,805 | $3,437-47.5% | $2,732-33.9% | $4,839-62.7% |
| Participant deferral / active EE | $4,076 | $5,182-21.3% | $4,487-9.2% | $6,342-35.7% |
| Admin fee / account holder | $867 | $10,621-91.8% | $7,965-89.1% | $12,315-93.0% |