Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,218 | $76,834-82.8% | $108,359-87.8% | $87,485-84.9% |
| Participation rate | 30.8% | 61.7%-31.0pp | 70.1%-39.4pp | 68.9%-38.2pp |
| Annual return | 18.20% | 19.09%-0.9pp | 36.89%-18.7pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,383 | $3,100-55.4% | $4,137-66.6% | $4,274-67.6% |
| Admin fee / account holder | $969 | $6,537-85.2% | $9,741-90.1% | $7,775-87.5% |