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 | $20,111 | $62,166-67.6% | $81,286-75.3% | $74,429-73.0% |
| Participation rate | 58.4% | 64.1%-5.6pp | 69.5%-11.1pp | 67.2%-8.8pp |
| Annual return | 11.14% | 16.50%-5.4pp | 24.80%-13.7pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $815 | $1,881-56.7% | $2,463-66.9% | $2,625-68.9% |
| Participant deferral / active EE | $1,876 | $3,223-41.8% | $3,883-51.7% | $4,348-56.9% |
| Admin fee / account holder | $2,930 | $1,925+52.2% | $5,764-49.2% | $1,944+50.7% |