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 | $5,009 | $48,327-89.6% | $67,575-92.6% | $80,935-93.8% |
| Participation rate | 64.0% | 66.4%-2.4pp | 72.9%-8.9pp | 67.7%-3.7pp |
| Annual return | 13.94% | 18.31%-4.4pp | 3528.98%-3515.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $889 | $2,022-56.0% | $2,736-67.5% | $2,757-67.7% |
| Participant deferral / active EE | $1,220 | $2,927-58.3% | $4,003-69.5% | $4,299-71.6% |
| Admin fee / account holder | $1,316 | $3,692-64.3% | $3,993-67.0% | $6,924-81.0% |