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 | $29,381 | $105,284-72.1% | $150,734-80.5% | $94,015-68.7% |
| Participation rate | 65.5% | 71.7%-6.2pp | 78.4%-12.9pp | 70.8%-5.3pp |
| Annual return | 12.76% | 15.67%-2.9pp | 600.81%-588.0pp | 17.84%-5.1pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,169 | $4,274-49.3% | $5,610-61.3% | $4,249-49.0% |
| Admin fee / account holder | $320 | $9,839-96.7% | $14,905-97.9% | $8,951-96.4% |