Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,976 | $96,956-96.9% | $69,779-95.7% | $273,972-98.9% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.8%-71.8pp | 83.0%-83.0pp |
| Annual return | 2.37% | 12.93%-10.6pp | 12.99%-10.6pp | 41.46%-39.1pp |
| Employer contribution / active EE | $1,274 | $3,316-61.6% | $2,338-45.5% | $4,869-73.8% |
| Participant deferral / active EE | $2,020 | $3,744-46.0% | $2,931-31.1% | $5,287-61.8% |
| Admin fee / account holder | $191,872 | $7,934+2318.3% | $4,381+4279.7% | $10,133+1793.6% |