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 | $19,655 | $63,314-69.0% | $91,004-78.4% | $62,293-68.4% |
| Participation rate | 50.0% | 73.3%-23.3pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 0.00% | 21.00%-21.0pp | 4.60%-4.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $412 | $1,807-77.2% | $2,456-83.2% | $2,042-79.8% |
| Participant deferral / active EE | $2,067 | $2,944-29.8% | $3,548-41.7% | $3,169-34.8% |
| Admin fee / account holder | $435 | $468-6.9% | $5,417-92.0% | $479-9.2% |