Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,776 | $115,917-87.3% | $100,535-85.3% | $158,982-90.7% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.4%-79.4pp | 82.0%-82.0pp |
| Annual return | 16.16% | 34.80%-18.6pp | 30.90%-14.7pp | 302.99%-286.8pp |
| Employer contribution / active EE | $9,685 | $4,105+135.9% | $3,419+183.3% | $4,763+103.3% |
| Participant deferral / active EE | $14,611 | $6,677+118.8% | $6,271+133.0% | $5,983+144.2% |
| Admin fee / account holder | $14,506 | $11,002+31.9% | $8,085+79.4% | $11,252+28.9% |