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 | $2,221 | $45,872-95.2% | $77,096-97.1% | $68,486-96.8% |
| Participation rate | 36.1% | 55.9%-19.8pp | 67.9%-31.8pp | 67.9%-31.8pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $418 | $1,650-74.7% | $2,814-85.2% | $2,597-83.9% |
| Participant deferral / active EE | $958 | $2,963-67.7% | $4,429-78.4% | $4,028-76.2% |
| Admin fee / account holder | $399 | $3,041-86.9% | $5,428-92.6% | $5,404-92.6% |