Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,197 | $160,070-89.3% | $147,117-88.3% | $145,897-88.2% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.9pp | 80.3%-27.0pp |
| Annual return | 11.84% | 98.69%-86.8pp | 420.54%-408.7pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,791 | $5,285-66.1% | $4,932-63.7% | $4,663-61.6% |
| Participant deferral / active EE | $2,823 | $8,419-66.5% | $8,065-65.0% | $6,689-57.8% |
| Admin fee / account holder | $915 | $15,035-93.9% | $12,993-93.0% | $13,390-93.2% |