Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,856 | $99,652-86.1% | $78,778-82.4% | $147,586-90.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 33.48% | 47.28%-13.8pp | 35.62%-2.1pp | 578.59%-545.1pp |
| Employer contribution / active EE | $3,167 | $2,796+13.3% | $1,986+59.5% | $4,876-35.1% |
| Participant deferral / active EE | $4,671 | $3,664+27.5% | $2,958+57.9% | $5,439-14.1% |
| Admin fee / account holder | $1,731 | $7,155-75.8% | $5,134-66.3% | $10,886-84.1% |