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 | $9,897 | $117,846-91.6% | $102,434-90.3% | $145,884-93.2% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 13.73% | 31.90%-18.2pp | 29.46%-15.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,455 | $3,615-59.8% | $3,023-51.9% | $4,662-68.8% |
| Participant deferral / active EE | $2,514 | $5,733-56.1% | $5,055-50.3% | $6,690-62.4% |
| Admin fee / account holder | $3,626 | $13,356-72.9% | $9,462-61.7% | $13,392-72.9% |