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 | $5,359 | $160,059-96.7% | $140,019-96.2% | $135,380-96.0% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.5%-62.5pp | 82.6%-57.6pp |
| Annual return | 0.10% | 911.48%-911.4pp | 651.17%-651.1pp | 519.81%-519.7pp |
| Employer contribution / active EE | $1,935 | $6,420-69.9% | $5,605-65.5% | $4,779-59.5% |
| Participant deferral / active EE | $4,335 | $7,641-43.3% | $6,927-37.4% | $5,609-22.7% |
| Admin fee / account holder | $466,274 | $13,328+3398.5% | $10,705+4255.5% | $10,828+4206.1% |