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 | $5,687 | $102,595-94.5% | $94,057-94.0% | $154,746-96.3% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 80.7%-60.7pp |
| Annual return | 10.74% | 583.42%-572.7pp | 480.62%-469.9pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,200 | $3,147-61.9% | $2,933-59.1% | $4,379-72.6% |
| Participant deferral / active EE | $1,680 | $5,118-67.2% | $4,709-64.3% | $6,730-75.0% |
| Admin fee / account holder | $26,111 | $7,736+237.5% | $7,244+260.4% | $14,365+81.8% |