Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,911 | $160,070-91.3% | $147,117-90.5% | $145,897-90.5% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 13.90% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,426 | $5,285-73.0% | $4,932-71.1% | $4,663-69.4% |
| Participant deferral / active EE | $3,620 | $8,419-57.0% | $8,065-55.1% | $6,689-45.9% |
| Admin fee / account holder | $690 | $15,035-95.4% | $12,993-94.7% | $13,390-94.8% |