Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,545 | $80,731-68.4% | $103,374-75.3% | $74,546-65.7% |
| Participation rate | 28.3% | 65.7%-37.4pp | 74.5%-46.2pp | 67.2%-38.9pp |
| Annual return | 12.96% | 27.56%-14.6pp | 24.89%-11.9pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $1,178 | $3,158-62.7% | $3,869-69.5% | $2,624-55.1% |
| Participant deferral / active EE | $1,749 | $3,860-54.7% | $5,058-65.4% | $4,347-59.8% |
| Admin fee / account holder | $3,646 | $2,369+53.9% | $8,394-56.6% | $1,944+87.6% |