Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,666 | $78,529-61.0% | $105,591-71.0% | $74,400-58.8% |
| Participation rate | 34.2% | 72.8%-38.6pp | 75.3%-41.0pp | 67.2%-33.0pp |
| Annual return | 12.97% | 15.94%-3.0pp | 116.43%-103.5pp | 1367.51%-1354.5pp |
| Employer contribution / active EE | $1,191 | $2,522-52.8% | $3,166-62.4% | $2,624-54.6% |
| Participant deferral / active EE | $2,215 | $4,321-48.7% | $5,008-55.8% | $4,348-49.1% |
| Admin fee / account holder | $2,155 | $2,216-2.7% | $11,024-80.4% | $1,944+10.9% |