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 | $29,841 | $86,940-65.7% | $102,434-70.9% | $80,935-63.1% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 14.96% | 18.89%-3.9pp | 29.46%-14.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $959 | $2,370-59.5% | $3,023-68.3% | $2,757-65.2% |
| Participant deferral / active EE | $2,557 | $4,121-38.0% | $5,055-49.4% | $4,299-40.5% |
| Admin fee / account holder | $14,183 | $8,047+76.3% | $9,462+49.9% | $6,924+104.8% |