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 | $17,034 | $153,311-88.9% | $109,313-84.4% | $273,972-93.8% |
| Participation rate | 0.0% | 80.1%-80.1pp | 71.3%-71.3pp | 83.0%-83.0pp |
| Annual return | 1.43% | 29.86%-28.4pp | 22.07%-20.6pp | 41.46%-40.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,410 | $3,932-13.3% | $3,166+7.7% | $5,287-35.5% |
| Admin fee / account holder | $3,188 | $8,076-60.5% | $5,666-43.7% | $10,133-68.5% |