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 | $9,939 | $176,688-94.4% | $130,660-92.4% | $152,909-93.5% |
| Participation rate | 20.0% | 79.0%-59.0pp | 71.7%-51.7pp | 82.5%-62.5pp |
| Annual return | 13.29% | 2693.08%-2679.8pp | 1709.29%-1696.0pp | 345.46%-332.2pp |
| Employer contribution / active EE | $1,528 | $5,743-73.4% | $4,092-62.7% | $4,764-67.9% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $803 | $7,131-88.7% | $5,463-85.3% | $11,601-93.1% |