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 | $14,323 | $41,377-65.4% | $109,313-86.9% | $62,881-77.2% |
| Participation rate | 59.0% | 57.5%+1.5pp | 71.3%-12.3pp | 69.3%-10.3pp |
| Annual return | 8.10% | 11.05%-3.0pp | 22.07%-14.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,124 | $1,276-11.9% | $3,892-71.1% | $2,281-50.7% |
| Participant deferral / active EE | $1,967 | $2,045-3.8% | $3,166-37.9% | $3,203-38.6% |
| Admin fee / account holder | $1,122 | $2,884-61.1% | $5,666-80.2% | $4,296-73.9% |