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 | $10,264 | $95,415-89.2% | $185,851-94.5% | $85,851-88.0% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 25.07% | 23.59%+1.5pp | 122.11%-97.0pp | 318.63%-293.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,151 | $3,424-8.0% | $5,569-43.4% | $3,952-20.3% |
| Admin fee / account holder | $3,326 | $7,215-53.9% | $16,245-79.5% | $6,261-46.9% |