Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,528 | $97,550-67.7% | $120,344-73.8% | $87,485-64.0% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.7%-20.8pp | 68.9%-13.0pp |
| Annual return | 13.52% | 18.41%-4.9pp | 20.30%-6.8pp | 26.06%-12.5pp |
| Employer contribution / active EE | $920 | $2,291-59.8% | $3,020-69.5% | $2,596-64.6% |
| Participant deferral / active EE | $2,353 | $4,230-44.4% | $5,135-54.2% | $4,274-44.9% |
| Admin fee / account holder | $4,239 | $9,543-55.6% | $12,742-66.7% | $7,775-45.5% |