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 | $26,416 | $95,453-72.3% | $112,040-76.4% | $82,448-68.0% |
| Participation rate | 55.6% | 72.8%-17.2pp | 76.5%-20.9pp | 68.1%-12.5pp |
| Annual return | 14.63% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,255 | $2,318-45.9% | $2,954-57.5% | $2,551-50.8% |
| Participant deferral / active EE | $1,986 | $4,224-53.0% | $5,098-61.0% | $4,139-52.0% |
| Admin fee / account holder | $3,687 | $9,013-59.1% | $12,098-69.5% | $7,234-49.0% |