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 | $10,328 | $65,364-84.2% | $92,909-88.9% | $72,975-85.8% |
| Participation rate | 68.0% | 68.3%-0.3pp | 76.0%-8.0pp | 69.5%-1.5pp |
| Annual return | 36.65% | 42.11%-5.5pp | 109.44%-72.8pp | 81.01%-44.4pp |
| Employer contribution / active EE | $840 | $2,594-67.6% | $3,653-77.0% | $2,440-65.6% |
| Participant deferral / active EE | $2,768 | $3,128-11.5% | $4,238-34.7% | $3,608-23.3% |
| Admin fee / account holder | $2,207 | $4,251-48.1% | $5,795-61.9% | $5,124-56.9% |