Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,100 | $71,057-83.0% | $93,654-87.1% | $80,874-85.0% |
| Participation rate | 48.6% | 60.4%-11.8pp | 68.7%-20.1pp | 67.6%-19.1pp |
| Annual return | 17.75% | 11.26%+6.5pp | 133.34%-115.6pp | 35.62%-17.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,031 | $4,034-49.7% | $4,413-54.0% | $4,297-52.7% |
| Admin fee / account holder | $2,770 | $6,944-60.1% | $8,282-66.6% | $6,935-60.1% |