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 | $15,527 | $148,629-89.6% | $135,982-88.6% | $139,487-88.9% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 18.88% | 79.33%-60.5pp | 68.32%-49.4pp | 373.84%-355.0pp |
| Employer contribution / active EE | $1,429 | $5,247-72.8% | $4,859-70.6% | $4,755-70.0% |
| Participant deferral / active EE | $2,578 | $8,102-68.2% | $7,760-66.8% | $6,713-61.6% |
| Admin fee / account holder | $1,334 | $12,406-89.2% | $10,767-87.6% | $11,407-88.3% |