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 | $23,162 | $57,108-59.4% | $94,229-75.4% | $52,331-55.7% |
| Participation rate | 55.7% | 72.9%-17.3pp | 78.8%-23.1pp | 68.1%-12.5pp |
| Annual return | -1.62% | 1.47%-3.1pp | 10.68%-12.3pp | 4.54%-6.2pp |
| Employer contribution / active EE | $1,089 | $1,735-37.2% | $3,587-69.6% | $1,882-42.1% |
| Participant deferral / active EE | $3,051 | $3,040+0.4% | $4,320-29.4% | $3,022+1.0% |
| Admin fee / account holder | $2,048 | $546+274.8% | $6,269-67.3% | $592+246.2% |