Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,361 | $108,825-70.3% | $156,181-79.3% | $82,448-60.8% |
| Participation rate | 53.5% | 72.4%-18.8pp | 78.8%-25.3pp | 68.1%-14.5pp |
| Annual return | 19.53% | 20.59%-1.1pp | 64.87%-45.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,021 | $2,870-64.4% | $4,294-76.2% | $2,551-60.0% |
| Participant deferral / active EE | $2,089 | $4,577-54.4% | $6,132-65.9% | $4,139-49.5% |
| Admin fee / account holder | $1,939 | $9,341-79.2% | $14,586-86.7% | $7,234-73.2% |