Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,788 | $88,672-76.6% | $105,223-80.2% | $82,448-74.8% |
| Participation rate | 52.0% | 67.9%-15.9pp | 75.0%-23.0pp | 68.1%-16.1pp |
| Annual return | 21.43% | 30.86%-9.4pp | 180.65%-159.2pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,132 | $3,048-62.9% | $3,689-69.3% | $2,551-55.6% |
| Participant deferral / active EE | $1,808 | $4,036-55.2% | $5,072-64.3% | $4,139-56.3% |
| Admin fee / account holder | $437 | $7,146-93.9% | $8,859-95.1% | $7,234-94.0% |