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 | $26,877 | $97,648-72.5% | $121,663-77.9% | $87,485-69.3% |
| Participation rate | 47.7% | 70.5%-22.8pp | 74.5%-26.8pp | 68.9%-21.3pp |
| Annual return | 21.16% | 18.03%+3.1pp | 147.54%-126.4pp | 26.06%-4.9pp |
| Employer contribution / active EE | $1,116 | $2,300-51.5% | $3,020-63.0% | $2,596-57.0% |
| Participant deferral / active EE | $2,678 | $3,923-31.7% | $4,887-45.2% | $4,274-37.3% |
| Admin fee / account holder | $1,682 | $11,100-84.8% | $14,289-88.2% | $7,775-78.4% |