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 | $24,944 | $87,060-71.3% | $105,591-76.4% | $80,911-69.2% |
| Participation rate | 46.9% | 70.4%-23.6pp | 75.3%-28.4pp | 67.6%-20.8pp |
| Annual return | 17.83% | 17.05%+0.8pp | 116.43%-98.6pp | 35.63%-17.8pp |
| Employer contribution / active EE | $1,927 | $2,396-19.6% | $3,166-39.2% | $2,756-30.1% |
| Participant deferral / active EE | $4,154 | $3,986+4.2% | $5,008-17.1% | $4,297-3.3% |
| Admin fee / account holder | $9,138 | $8,442+8.2% | $11,024-17.1% | $6,935+31.8% |