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 | $920 | $94,439-99.0% | $73,658-98.8% | $154,746-99.4% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 13.54% | 28.25%-14.7pp | 29.72%-16.2pp | 172.34%-158.8pp |
| Employer contribution / active EE | $479 | $1,257-61.9% | $1,032-53.6% | $4,379-89.1% |
| Participant deferral / active EE | $2,808 | $2,527+11.1% | $2,062+36.2% | $6,730-58.3% |
| Admin fee / account holder | $48,125 | $3,843+1152.3% | $3,357+1333.7% | $14,365+235.0% |