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 | $21,457 | $65,703-67.3% | $94,228-77.2% | $59,633-64.0% |
| Participation rate | 54.9% | 72.1%-17.2pp | 78.8%-23.8pp | 68.7%-13.7pp |
| Annual return | -0.87% | 5.22%-6.1pp | 10.68%-11.6pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $1,422 | $2,021-29.6% | $3,587-60.4% | $2,203-35.5% |
| Participant deferral / active EE | $2,313 | $3,143-26.4% | $4,320-46.5% | $3,192-27.5% |
| Admin fee / account holder | $520 | $4,264-87.8% | $6,269-91.7% | $4,297-87.9% |