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 | $5,552 | $35,183-84.2% | $73,550-92.5% | $70,126-92.1% |
| Participation rate | 39.3% | 42.9%-3.6pp | 54.9%-15.6pp | 69.5%-30.3pp |
| Annual return | 17.45% | 26.90%-9.5pp | -15.16%+32.6pp | 73.15%-55.7pp |
| Employer contribution / active EE | $380 | $709-46.4% | $1,219-68.8% | $2,343-83.8% |
| Participant deferral / active EE | $688 | $1,220-43.6% | $1,804-61.9% | $3,332-79.4% |
| Admin fee / account holder | $1,131 | $2,302-50.9% | $2,320-51.3% | $4,645-75.7% |