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 | $1,767 | $126,519-98.6% | $106,201-98.3% | $145,959-98.8% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 14.07% | 225.10%-211.0pp | 116.26%-102.2pp | 561.95%-547.9pp |
| Employer contribution / active EE | $10,594 | $3,726+184.4% | $3,170+234.2% | $4,661+127.3% |
| Participant deferral / active EE | $33,608 | $5,716+488.0% | $5,012+570.5% | $6,689+402.5% |
| Admin fee / account holder | $1,871,382 | $17,312+10709.7% | $11,039+16851.8% | $13,398+13867.8% |