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 | $12,778 | $125,237-89.8% | $105,608-87.9% | $145,877-91.2% |
| Participation rate | 68.4% | 77.7%-9.2pp | 75.3%-6.9pp | 80.3%-11.9pp |
| Annual return | 9.96% | 225.76%-215.8pp | 116.50%-106.5pp | 551.28%-541.3pp |
| Employer contribution / active EE | $916 | $3,720-75.4% | $3,167-71.1% | $4,663-80.3% |
| Participant deferral / active EE | $1,873 | $5,711-67.2% | $5,010-62.6% | $6,691-72.0% |
| Admin fee / account holder | $4,659 | $17,287-73.0% | $11,028-57.8% | $13,402-65.2% |