Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,851 | $142,354-86.1% | $125,529-84.2% | $155,188-87.2% |
| Participation rate | 58.8% | 78.1%-19.2pp | 74.7%-15.9pp | 80.8%-22.0pp |
| Annual return | 17.65% | 306.06%-288.4pp | 202.56%-184.9pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,705 | $3,501-51.3% | $3,058-44.2% | $4,248-59.9% |
| Participant deferral / active EE | $2,314 | $5,491-57.9% | $4,813-51.9% | $6,531-64.6% |
| Admin fee / account holder | $4,504 | $19,392-76.8% | $16,298-72.4% | $14,480-68.9% |