Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,719 | $106,008-94.6% | $92,240-93.8% | $147,586-96.1% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $19,152 | $4,333+342.0% | $3,680+420.5% | $4,876+292.7% |
| Participant deferral / active EE | $26,710 | $4,478+496.4% | $3,897+585.4% | $5,439+391.1% |
| Admin fee / account holder | $43,826 | $6,333+592.0% | $5,194+743.8% | $10,886+302.6% |