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 | $108 | $76,608-99.9% | $56,077-99.8% | $145,877-99.9% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 7.69% | 3009.59%-3001.9pp | 1709.28%-1701.6pp | 551.28%-543.6pp |
| Employer contribution / active EE | $464 | $1,382-66.4% | $1,040-55.4% | $4,663-90.1% |
| Participant deferral / active EE | $2,035 | $2,624-22.5% | $1,954+4.1% | $6,691-69.6% |
| Admin fee / account holder | $59,771 | $3,325+1697.6% | $2,825+2015.9% | $13,402+346.0% |