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 | $10,128 | $102,638-90.1% | $81,991-87.6% | $158,966-93.6% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 34.48% | 61.05%-26.6pp | 41.31%-6.8pp | 302.95%-268.5pp |
| Employer contribution / active EE | $1,635 | $3,241-49.6% | $2,498-34.6% | $4,762-65.7% |
| Participant deferral / active EE | $2,043 | $4,649-56.1% | $3,722-45.1% | $5,983-65.9% |
| Admin fee / account holder | $2,431 | $8,237-70.5% | $5,665-57.1% | $11,250-78.4% |