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 | $18,759 | $123,478-84.8% | $216,567-91.3% | $94,015-80.0% |
| Participation rate | 63.5% | 75.1%-11.6pp | 81.6%-18.2pp | 70.8%-7.4pp |
| Annual return | 18.03% | 23.61%-5.6pp | 12.94%+5.1pp | 17.84%+0.2pp |
| Employer contribution / active EE | $1,510 | $3,136-51.9% | $5,216-71.1% | $2,790-45.9% |
| Participant deferral / active EE | $2,512 | $4,556-44.9% | $6,191-59.4% | $4,249-40.9% |
| Admin fee / account holder | $461 | $12,753-96.4% | $21,981-97.9% | $8,951-94.9% |