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 | $21,585 | $106,524-79.7% | $152,301-85.8% | $87,485-75.3% |
| Participation rate | 51.7% | 75.8%-24.0pp | 82.4%-30.7pp | 68.9%-17.2pp |
| Annual return | 15.72% | 26.89%-11.2pp | 80.50%-64.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $707 | $3,371-79.0% | $4,624-84.7% | $2,596-72.8% |
| Participant deferral / active EE | $2,561 | $6,525-60.7% | $8,004-68.0% | $4,274-40.1% |
| Admin fee / account holder | $922 | $8,287-88.9% | $14,398-93.6% | $7,775-88.1% |