Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,584 | $99,957-73.4% | $149,730-82.2% | $73,493-63.8% |
| Participation rate | 50.0% | 75.7%-25.7pp | 82.5%-32.5pp | 70.7%-20.7pp |
| Annual return | 20.87% | 53.87%-33.0pp | 276.70%-255.8pp | 28.51%-7.6pp |
| Employer contribution / active EE | $1,186 | $3,191-62.8% | $4,645-74.5% | $2,270-47.8% |
| Participant deferral / active EE | $2,878 | $6,073-52.6% | $6,843-57.9% | $3,740-23.0% |
| Admin fee / account holder | $3,223 | $551+485.3% | $9,310-65.4% | $513+528.2% |