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 | $25,267 | $69,977-63.9% | $108,582-76.7% | $62,881-59.8% |
| Participation rate | 61.0% | 72.9%-11.9pp | 79.6%-18.6pp | 69.3%-8.3pp |
| Annual return | 8.22% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $753 | $2,135-64.7% | $3,758-80.0% | $2,281-67.0% |
| Participant deferral / active EE | $2,103 | $3,165-33.5% | $4,311-51.2% | $3,203-34.3% |
| Admin fee / account holder | $1,408 | $5,076-72.3% | $7,645-81.6% | $4,296-67.2% |