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 | $13,730 | $138,072-90.1% | $123,549-88.9% | $135,382-89.9% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -2.62% | 153.69%-156.3pp | 119.20%-121.8pp | 519.77%-522.4pp |
| Employer contribution / active EE | $1,871 | $5,152-63.7% | $4,628-59.6% | $4,779-60.8% |
| Participant deferral / active EE | $2,666 | $6,799-60.8% | $6,426-58.5% | $5,609-52.5% |
| Admin fee / account holder | $67,596 | $10,917+519.2% | $9,284+628.1% | $10,829+524.2% |