Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,020 | $101,752-74.4% | $164,928-84.2% | $80,911-67.8% |
| Participation rate | 38.5% | 71.8%-33.4pp | 78.6%-40.2pp | 67.6%-29.2pp |
| Annual return | 10.91% | 16.73%-5.8pp | 70.08%-59.2pp | 35.63%-24.7pp |
| Employer contribution / active EE | $2,784 | $2,953-5.7% | $4,343-35.9% | $2,756+1.0% |
| Participant deferral / active EE | $3,693 | $4,477-17.5% | $6,034-38.8% | $4,297-14.1% |
| Admin fee / account holder | $4,762 | $8,218-42.1% | $12,684-62.5% | $6,935-31.3% |