Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,594 | $95,453-72.1% | $112,040-76.3% | $82,448-67.7% |
| Participation rate | 53.5% | 72.8%-19.3pp | 76.5%-23.0pp | 68.1%-14.6pp |
| Annual return | 21.10% | 23.92%-2.8pp | 24.52%-3.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,220 | $2,318-47.3% | $2,954-58.7% | $2,551-52.2% |
| Participant deferral / active EE | $2,055 | $4,224-51.4% | $5,098-59.7% | $4,139-50.4% |
| Admin fee / account holder | $339 | $9,013-96.2% | $12,098-97.2% | $7,234-95.3% |