Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,436 | $101,063-91.7% | $81,473-89.6% | $147,586-94.3% |
| Participation rate | 53.3% | 74.5%-21.1pp | 68.0%-14.6pp | 82.8%-29.5pp |
| Annual return | 25.99% | 32.41%-6.4pp | 38.78%-12.8pp | 578.59%-552.6pp |
| Employer contribution / active EE | $882 | $3,206-72.5% | $2,568-65.6% | $4,876-81.9% |
| Participant deferral / active EE | $1,975 | $4,242-53.4% | $3,537-44.2% | $5,439-63.7% |
| Admin fee / account holder | $331 | $5,812-94.3% | $4,561-92.8% | $10,886-97.0% |