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 | $17,208 | $73,102-76.5% | $123,553-86.1% | $56,289-69.4% |
| Participation rate | 48.0% | 74.3%-26.3pp | 82.3%-34.3pp | 69.9%-21.9pp |
| Annual return | -4.63% | 3.01%-7.6pp | 119.21%-123.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $779 | $2,977-73.8% | $4,628-83.2% | $2,111-63.1% |
| Participant deferral / active EE | $2,902 | $5,423-46.5% | $6,426-54.8% | $3,350-13.4% |
| Admin fee / account holder | $566 | $554+2.2% | $9,284-93.9% | $521+8.6% |