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 | $12,080 | $124,187-90.3% | $108,410-88.9% | $167,518-92.8% |
| Participation rate | 60.0% | 82.3%-22.3pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 29.07% | 1379.80%-1350.7pp | 905.34%-876.3pp | 478.71%-449.6pp |
| Employer contribution / active EE | $4,075 | $4,187-2.7% | $3,558+14.5% | $4,838-15.8% |
| Participant deferral / active EE | $12,105 | $6,908+75.2% | $6,562+84.5% | $6,342+90.9% |
| Admin fee / account holder | $466 | $9,456-95.1% | $7,296-93.6% | $12,312-96.2% |