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 | $15,362 | $78,520-80.4% | $96,576-84.1% | $82,448-81.4% |
| Participation rate | 65.8% | 77.7%-11.9pp | 81.4%-15.7pp | 68.1%-2.3pp |
| Annual return | 118.22% | 41.30%+76.9pp | 38.47%+79.7pp | 41.64%+76.6pp |
| Employer contribution / active EE | $2,803 | $2,630+6.6% | $3,553-21.1% | $2,551+9.9% |
| Participant deferral / active EE | $5,000 | $6,754-26.0% | $7,956-37.2% | $4,139+20.8% |
| Admin fee / account holder | $3,151 | $13,455-76.6% | $11,381-72.3% | $7,234-56.4% |