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 | $18,054 | $117,829-84.7% | $102,423-82.4% | $145,877-87.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 64.98% | 31.83%+33.1pp | 29.42%+35.6pp | 551.28%-486.3pp |
| Employer contribution / active EE | $1,914 | $3,615-47.0% | $3,023-36.7% | $4,663-58.9% |
| Participant deferral / active EE | $2,907 | $5,732-49.3% | $5,054-42.5% | $6,691-56.5% |
| Admin fee / account holder | $731 | $13,335-94.5% | $9,455-92.3% | $13,402-94.5% |