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 | $50,510 | $254,759-80.2% | $216,567-76.7% | $198,609-74.6% |
| Participation rate | 68.4% | 84.5%-16.1pp | 81.6%-13.2pp | 82.4%-14.0pp |
| Annual return | 9.29% | 10.04%-0.8pp | 12.94%-3.7pp | 202.70%-193.4pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,198 | $6,948-54.0% | $6,191-48.3% | $6,977-54.2% |
| Admin fee / account holder | $21,400 | $26,311-18.7% | $21,981-2.6% | $19,030+12.5% |