Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $25,603 | $131,835-80.6% | $108,582-76.4% | $273,972-90.7% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 7.59% | -91.57%+99.2pp | -51.70%+59.3pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,298 | $4,913-53.2% | $3,758-38.9% | $4,869-52.8% |
| Participant deferral / active EE | $5,202 | $5,127+1.4% | $4,311+20.7% | $5,287-1.6% |
| Admin fee / account holder | $1,181 | $10,253-88.5% | $7,645-84.6% | $10,133-88.3% |