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 | $16,241 | $148,629-89.1% | $135,982-88.1% | $139,487-88.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.60% | 79.33%-61.7pp | 68.32%-50.7pp | 373.84%-356.2pp |
| Employer contribution / active EE | $1,191 | $5,247-77.3% | $4,859-75.5% | $4,755-75.0% |
| Participant deferral / active EE | $2,695 | $8,102-66.7% | $7,760-65.3% | $6,713-59.9% |
| Admin fee / account holder | $2,114 | $12,406-83.0% | $10,767-80.4% | $11,407-81.5% |