Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,446 | $109,908-96.0% | $97,161-95.4% | $145,978-97.0% |
| Participation rate | 36.4% | 75.9%-39.6pp | 72.7%-36.3pp | 80.3%-43.9pp |
| Annual return | 10.63% | 243.80%-233.2pp | 75.36%-64.7pp | 550.52%-539.9pp |
| Employer contribution / active EE | $494 | $3,077-83.9% | $2,723-81.8% | $4,662-89.4% |
| Participant deferral / active EE | $721 | $4,679-84.6% | $4,265-83.1% | $6,690-89.2% |
| Admin fee / account holder | $3,527 | $6,213-43.2% | $5,647-37.5% | $13,400-73.7% |