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 | $8,917 | $53,774-83.4% | $134,162-93.4% | $79,856-88.8% |
| Participation rate | 21.3% | 58.8%-37.5pp | 72.2%-50.9pp | 69.6%-48.4pp |
| Annual return | 20.03% | 19.01%+1.0pp | 36.35%-16.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $350 | $1,322-73.5% | $3,705-90.6% | $2,471-85.8% |
| Participant deferral / active EE | $902 | $2,420-62.7% | $3,500-74.2% | $3,741-75.9% |
| Admin fee / account holder | $2,192 | $3,985-45.0% | $6,685-67.2% | $5,306-58.7% |