Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,692 | $90,489-95.9% | $76,051-95.1% | $145,978-97.5% |
| Participation rate | 40.9% | 74.5%-33.6pp | 69.1%-28.2pp | 80.3%-39.4pp |
| Annual return | 13.44% | 622.78%-609.3pp | 360.42%-347.0pp | 550.52%-537.1pp |
| Employer contribution / active EE | $584 | $3,319-82.4% | $2,690-78.3% | $4,662-87.5% |
| Participant deferral / active EE | $3,296 | $5,164-36.2% | $4,257-22.6% | $6,690-50.7% |
| Admin fee / account holder | $705 | $8,374-91.6% | $6,416-89.0% | $13,400-94.7% |