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 | $605 | $88,754-99.3% | $81,820-99.3% | $145,877-99.6% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 13.00% | 1031.77%-1018.8pp | 777.93%-764.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $3,797 | $3,085+23.1% | $2,915+30.3% | $4,663-18.6% |
| Participant deferral / active EE | $11,907 | $4,648+156.2% | $4,323+175.5% | $6,691+78.0% |
| Admin fee / account holder | $47,502 | $8,424+463.9% | $7,391+542.7% | $13,402+254.4% |