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 | $13,173 | $99,345-86.7% | $84,753-84.5% | $273,972-95.2% |
| Participation rate | 64.3% | 80.7%-16.4pp | 76.6%-12.3pp | 83.0%-18.7pp |
| Annual return | 17.24% | 22.93%-5.7pp | 22.78%-5.5pp | 41.46%-24.2pp |
| Employer contribution / active EE | $2,133 | $4,214-49.4% | $3,574-40.3% | $4,869-56.2% |
| Participant deferral / active EE | $2,924 | $4,270-31.5% | $3,712-21.2% | $5,287-44.7% |
| Admin fee / account holder | $763 | $6,645-88.5% | $5,333-85.7% | $10,133-92.5% |