Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,286 | $59,535-59.2% | $90,162-73.1% | $62,293-61.0% |
| Participation rate | 41.2% | 73.0%-31.9pp | 76.9%-35.7pp | 69.5%-28.3pp |
| Annual return | 20.24% | 23.53%-3.3pp | 34.88%-14.6pp | 28.90%-8.7pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,674 | $4,639+0.8% | $5,287-11.6% | $3,169+47.5% |
| Admin fee / account holder | $2,706 | $337+703.9% | $5,943-54.5% | $479+464.6% |