Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,616 | $52,580-81.7% | $71,671-86.6% | $70,126-86.3% |
| Participation rate | 58.6% | 60.9%-2.3pp | 68.7%-10.1pp | 69.5%-10.9pp |
| Annual return | 26.04% | 20.25%+5.8pp | 20.65%+5.4pp | 73.15%-47.1pp |
| Employer contribution / active EE | $1,452 | $1,616-10.1% | $2,460-41.0% | $2,343-38.0% |
| Participant deferral / active EE | $2,315 | $2,386-3.0% | $3,438-32.7% | $3,332-30.5% |
| Admin fee / account holder | $452 | $3,653-87.6% | $5,558-91.9% | $4,645-90.3% |