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 | $18,866 | $198,609-90.5% | $40,925-53.9% | $198,609-90.5% |
| Participation rate | 60.0% | 82.4%-22.4pp | 88.2%-28.2pp | 82.4%-22.4pp |
| Annual return | 21.99% | 202.70%-180.7pp | 13.67%+8.3pp | 202.70%-180.7pp |
| Employer contribution / active EE | $2,135 | $5,055-57.8% | $2,712-21.3% | $5,055-57.8% |
| Participant deferral / active EE | $4,767 | $6,977-31.7% | $8,503-43.9% | $6,977-31.7% |
| Admin fee / account holder | $6,587 | $19,030-65.4% | $1,954+237.2% | $19,030-65.4% |