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 | $6,662 | $81,487-91.8% | $102,412-93.5% | $80,935-91.8% |
| Participation rate | 61.8% | 66.8%-5.0pp | 74.5%-12.7pp | 67.7%-5.8pp |
| Annual return | 11.74% | 25.60%-13.9pp | 24.94%-13.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,950 | $3,871-49.6% | $5,060-61.5% | $4,299-54.7% |
| Admin fee / account holder | $1,294 | $6,717-80.7% | $8,388-84.6% | $6,924-81.3% |