Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,205 | $166,242-89.0% | $165,071-89.0% | $145,884-87.5% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 12.44% | 100.44%-88.0pp | 70.17%-57.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,265 | $5,283-76.1% | $4,347-70.9% | $4,662-72.9% |
| Participant deferral / active EE | $3,100 | $6,964-55.5% | $6,035-48.6% | $6,690-53.7% |
| Admin fee / account holder | $11,525 | $16,658-30.8% | $12,695-9.2% | $13,392-13.9% |