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 | $11,259 | $60,128-81.3% | $90,440-87.6% | $79,852-85.9% |
| Participation rate | 44.4% | 65.0%-20.5pp | 72.7%-28.2pp | 69.6%-25.2pp |
| Annual return | 24.82% | 71.95%-47.1pp | 1294.38%-1269.6pp | 31.72%-6.9pp |
| Employer contribution / active EE | $972 | $2,068-53.0% | $3,263-70.2% | $2,471-60.7% |
| Participant deferral / active EE | $1,352 | $2,939-54.0% | $3,964-65.9% | $3,740-63.9% |
| Admin fee / account holder | $1,260 | $3,977-68.3% | $5,615-77.6% | $5,306-76.3% |