Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $261 | $108,882-99.8% | $96,754-99.7% | $154,746-99.8% |
| Participation rate | 0.0% | 75.1%-75.1pp | 70.3%-70.3pp | 80.7%-80.7pp |
| Annual return | 9.12% | 98.39%-89.3pp | 82.04%-72.9pp | 172.34%-163.2pp |
| Employer contribution / active EE | $896 | $3,018-70.3% | $2,679-66.6% | $4,379-79.5% |
| Participant deferral / active EE | $11,160 | $5,323+109.7% | $4,758+134.6% | $6,730+65.8% |
| Admin fee / account holder | $83,433 | $10,200+717.9% | $8,905+836.9% | $14,365+480.8% |