Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,166 | $108,701-96.2% | $74,723-94.4% | $152,909-97.3% |
| Participation rate | 0.0% | 65.4%-65.4pp | 54.5%-54.5pp | 82.5%-82.5pp |
| Annual return | 16.63% | 114.12%-97.5pp | 753.18%-736.5pp | 345.46%-328.8pp |
| Employer contribution / active EE | $452 | $1,504-69.9% | $1,084-58.3% | $4,764-90.5% |
| Participant deferral / active EE | $4,522 | $2,709+67.0% | $1,962+130.6% | $5,851-22.7% |
| Admin fee / account holder | $222,517 | $4,906+4435.4% | $3,335+6572.9% | $11,601+1818.1% |