Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,812 | $65,704-91.2% | $94,229-93.8% | $59,633-90.3% |
| Participation rate | 54.9% | 72.1%-17.2pp | 78.8%-23.9pp | 68.7%-13.8pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,186 | $2,021-41.3% | $3,587-66.9% | $2,203-46.2% |
| Participant deferral / active EE | $1,792 | $3,143-43.0% | $4,320-58.5% | $3,192-43.8% |
| Admin fee / account holder | $653 | $4,265-84.7% | $6,269-89.6% | $4,297-84.8% |