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 | $29,709 | $123,793-76.0% | $177,827-83.3% | $79,858-62.8% |
| Participation rate | 43.2% | 84.7%-41.5pp | 87.7%-44.5pp | 69.6%-26.5pp |
| Annual return | 17.88% | 22.82%-4.9pp | 48.32%-30.4pp | 31.72%-13.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,913 | $5,956-34.3% | $7,713-49.3% | $3,740+4.6% |
| Admin fee / account holder | $1,098 | $7,243-84.8% | $12,429-91.2% | $5,306-79.3% |