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 | $19,025 | $89,364-78.7% | $141,177-86.5% | $72,983-73.9% |
| Participation rate | 63.6% | 75.1%-11.5pp | 82.5%-18.8pp | 69.5%-5.9pp |
| Annual return | 27.40% | 111.86%-84.5pp | 71.40%-44.0pp | 81.01%-53.6pp |
| Employer contribution / active EE | $825 | $3,115-73.5% | $4,736-82.6% | $2,440-66.2% |
| Participant deferral / active EE | $6,037 | $5,419+11.4% | $6,710-10.0% | $3,608+67.4% |
| Admin fee / account holder | $5,150 | $5,959-13.6% | $10,263-49.8% | $5,124+0.5% |