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 | $11,283 | $77,816-85.5% | $123,552-90.9% | $64,173-82.4% |
| Participation rate | 34.0% | 74.7%-40.7pp | 82.3%-48.3pp | 69.6%-35.6pp |
| Annual return | 44.23% | 12.49%+31.7pp | 119.20%-75.0pp | 7.63%+36.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,817 | $5,240-46.2% | $6,426-56.2% | $3,470-18.8% |
| Admin fee / account holder | $647 | $5,519-88.3% | $9,285-93.0% | $4,887-86.8% |