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 | $24,245 | $177,156-86.3% | $147,027-83.5% | $154,746-84.3% |
| Participation rate | 69.2% | 79.4%-10.1pp | 73.7%-4.5pp | 80.7%-11.5pp |
| Annual return | 17.65% | 21.94%-4.3pp | 20.23%-2.6pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,153 | $4,336-73.4% | $3,626-68.2% | $4,379-73.7% |
| Participant deferral / active EE | $3,873 | $5,797-33.2% | $4,933-21.5% | $6,730-42.4% |
| Admin fee / account holder | $5,472 | $14,904-63.3% | $12,223-55.2% | $14,365-61.9% |