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 | $891 | $36,948-97.6% | $73,658-98.8% | $87,485-99.0% |
| Participation rate | 68.0% | 46.8%+21.2pp | 57.0%+11.0pp | 68.9%-0.9pp |
| Annual return | 17.14% | 28.64%-11.5pp | 29.72%-12.6pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $298 | $1,379-78.4% | $2,062-85.6% | $4,274-93.0% |
| Admin fee / account holder | $510 | $2,531-79.9% | $3,357-84.8% | $7,775-93.4% |