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 | $13,831 | $106,905-87.1% | $84,020-83.5% | $152,885-91.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 69.0%-69.0pp | 82.5%-82.5pp |
| Annual return | 13.89% | 105.00%-91.1pp | 71.31%-57.4pp | 345.39%-331.5pp |
| Employer contribution / active EE | $1,049 | $2,735-61.6% | $1,984-47.1% | $4,763-78.0% |
| Participant deferral / active EE | $2,050 | $4,012-48.9% | $3,239-36.7% | $5,851-65.0% |
| Admin fee / account holder | $116,379 | $8,287+1304.4% | $6,101+1807.5% | $11,598+903.4% |