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 | $11,844 | $80,812-85.3% | $160,784-92.6% | $82,448-85.6% |
| Participation rate | 69.6% | 66.2%+3.3pp | 77.0%-7.4pp | 68.1%+1.5pp |
| Annual return | 23.22% | 100.59%-77.4pp | 1803.92%-1780.7pp | 41.64%-18.4pp |
| Employer contribution / active EE | $1,157 | $2,174-46.8% | $3,733-69.0% | $2,551-54.6% |
| Participant deferral / active EE | $1,529 | $4,335-64.7% | $6,293-75.7% | $4,139-63.1% |
| Admin fee / account holder | $8,194 | $7,695+6.5% | $9,717-15.7% | $7,234+13.3% |