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 | $26,437 | $153,769-82.8% | $133,975-80.3% | $273,972-90.4% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 4.67% | 36.51%-31.8pp | 29.29%-24.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,986 | $6,029-67.1% | $5,211-61.9% | $4,869-59.2% |
| Participant deferral / active EE | $2,949 | $6,958-57.6% | $6,282-53.1% | $5,287-44.2% |
| Admin fee / account holder | $1,799 | $11,765-84.7% | $9,324-80.7% | $10,133-82.2% |