Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,483 | $282,059-92.7% | $213,469-90.4% | $154,746-86.8% |
| Participation rate | 58.3% | 82.7%-24.3pp | 77.1%-18.8pp | 80.7%-22.4pp |
| Annual return | 16.15% | 20.90%-4.8pp | 20.58%-4.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,804 | $6,189-70.9% | $4,994-63.9% | $4,379-58.8% |
| Participant deferral / active EE | $2,880 | $8,186-64.8% | $6,841-57.9% | $6,730-57.2% |
| Admin fee / account holder | $4,291 | $37,435-88.5% | $27,141-84.2% | $14,365-70.1% |