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 | $5,702 | $211,239-97.3% | $178,528-96.8% | $145,877-96.1% |
| Participation rate | 55.6% | 80.8%-25.2pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 11.61% | 30.22%-18.6pp | 27.11%-15.5pp | 551.28%-539.7pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,405 | $6,963-79.8% | $6,278-77.6% | $6,691-79.0% |
| Admin fee / account holder | $2,300 | $12,095-81.0% | $10,419-77.9% | $13,402-82.8% |