Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,259 | $158,852-91.7% | $121,220-89.1% | $135,380-90.2% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | -0.42% | -0.64%+0.2pp | 16.94%-17.4pp | 519.81%-520.2pp |
| Employer contribution / active EE | $1,699 | $5,666-70.0% | $4,023-57.8% | $4,779-64.4% |
| Participant deferral / active EE | $1,583 | $4,006-60.5% | $3,345-52.7% | $5,609-71.8% |
| Admin fee / account holder | $9,538 | $6,515+46.4% | $5,021+90.0% | $10,828-11.9% |