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 | $4,948 | $77,416-93.6% | $69,464-92.9% | $152,897-96.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.5%-22.5pp |
| Annual return | 18.60% | 39.08%-20.5pp | 28.98%-10.4pp | 345.43%-326.8pp |
| Employer contribution / active EE | $727 | $3,315-78.1% | $2,779-73.8% | $4,764-84.7% |
| Participant deferral / active EE | $1,034 | $4,413-76.6% | $3,536-70.7% | $5,851-82.3% |
| Admin fee / account holder | $3,262 | $6,208-47.5% | $3,840-15.1% | $11,599-71.9% |