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 | $12,036 | $103,966-88.4% | $112,923-89.3% | $75,177-84.0% |
| Participation rate | 43.9% | 75.7%-31.7pp | 80.5%-36.6pp | 67.2%-23.3pp |
| Annual return | 81.04% | 24.54%+56.5pp | 34.13%+46.9pp | 160.75%-79.7pp |
| Employer contribution / active EE | $1,575 | $3,870-59.3% | $4,570-65.5% | $2,671-41.0% |
| Participant deferral / active EE | $2,290 | $5,456-58.0% | $6,520-64.9% | $4,126-44.5% |
| Admin fee / account holder | $549 | $7,663-92.8% | $7,046-92.2% | $5,651-90.3% |