Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,740 | $171,492-94.9% | $150,734-94.2% | $198,609-95.6% |
| Participation rate | 0.0% | 81.4%-81.4pp | 78.4%-78.4pp | 82.4%-82.4pp |
| Annual return | 18.28% | 804.70%-786.4pp | 600.81%-582.5pp | 202.70%-184.4pp |
| Employer contribution / active EE | $1,535 | $5,470-71.9% | $4,918-68.8% | $5,055-69.6% |
| Participant deferral / active EE | $2,737 | $6,259-56.3% | $5,610-51.2% | $6,977-60.8% |
| Admin fee / account holder | $1,026 | $17,628-94.2% | $14,905-93.1% | $19,030-94.6% |