Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $648 | $153,311-99.6% | $109,313-99.4% | $273,972-99.8% |
| Participation rate | 12.5% | 80.1%-67.6pp | 71.3%-58.8pp | 83.0%-70.5pp |
| Annual return | 6.78% | 29.86%-23.1pp | 22.07%-15.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,150 | $3,932-45.3% | $3,166-32.1% | $5,287-59.3% |
| Admin fee / account holder | $146,996 | $8,076+1720.2% | $5,666+2494.1% | $10,133+1350.7% |