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 | $17,466 | $58,493-70.1% | $84,021-79.2% | $72,975-76.1% |
| Participation rate | 46.2% | 61.2%-15.1pp | 69.0%-22.9pp | 69.5%-23.3pp |
| Annual return | 17.60% | 28.93%-11.3pp | 71.32%-53.7pp | 81.01%-63.4pp |
| Employer contribution / active EE | $1,101 | $1,163-5.3% | $1,984-44.5% | $2,440-54.9% |
| Participant deferral / active EE | $2,098 | $2,394-12.4% | $3,239-35.2% | $3,608-41.9% |
| Admin fee / account holder | $4,458 | $4,569-2.4% | $6,102-26.9% | $5,124-13.0% |