Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,690 | $125,778-96.3% | $114,563-95.9% | $154,746-97.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 15.48% | 295.14%-279.7pp | 241.09%-225.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $895 | $2,806-68.1% | $2,592-65.5% | $4,379-79.6% |
| Participant deferral / active EE | $1,198 | $4,445-73.0% | $4,142-71.1% | $6,730-82.2% |
| Admin fee / account holder | $352 | $8,190-95.7% | $7,623-95.4% | $14,365-97.6% |