Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,498 | $116,190-85.8% | $93,614-82.4% | $152,885-89.2% |
| Participation rate | 52.6% | 78.0%-25.4pp | 75.8%-23.2pp | 82.5%-29.8pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,098 | $3,219-65.9% | $2,718-59.6% | $4,763-76.9% |
| Participant deferral / active EE | $2,500 | $4,604-45.7% | $4,069-38.6% | $5,851-57.3% |
| Admin fee / account holder | $5,396 | $10,749-49.8% | $7,889-31.6% | $11,598-53.5% |