Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,148 | $254,759-81.1% | $216,567-77.8% | $198,609-75.8% |
| Participation rate | 56.3% | 84.5%-28.3pp | 81.6%-25.4pp | 82.4%-26.1pp |
| Annual return | 11.12% | 10.04%+1.1pp | 12.94%-1.8pp | 202.70%-191.6pp |
| Employer contribution / active EE | $2,404 | $6,096-60.6% | $5,216-53.9% | $5,055-52.4% |
| Participant deferral / active EE | $3,208 | $6,948-53.8% | $6,191-48.2% | $6,977-54.0% |
| Admin fee / account holder | $886 | $26,311-96.6% | $21,981-96.0% | $19,030-95.3% |