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 | $9,799 | $43,075-77.3% | $74,577-86.9% | $62,881-84.4% |
| Participation rate | 41.9% | 58.1%-16.2pp | 68.1%-26.3pp | 69.3%-27.4pp |
| Annual return | 23.50% | 17.50%+6.0pp | 20.47%+3.0pp | 20.14%+3.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $848 | $2,389-64.5% | $3,458-75.5% | $3,203-73.5% |
| Admin fee / account holder | $1,223 | $2,840-56.9% | $4,138-70.4% | $4,296-71.5% |