Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,871 | $52,836-73.7% | $105,738-86.9% | $64,181-78.4% |
| Participation rate | 22.8% | 66.5%-43.7pp | 76.3%-53.5pp | 69.6%-46.8pp |
| Annual return | 0.00% | 14.30%-14.3pp | 6.27%-6.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $890 | $1,827-51.3% | $3,268-72.8% | $2,381-62.6% |
| Participant deferral / active EE | $1,542 | $2,545-39.4% | $4,080-62.2% | $3,470-55.6% |
| Admin fee / account holder | $508 | $3,959-87.2% | $6,913-92.6% | $4,887-89.6% |