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 | $11,964 | $145,431-91.8% | $211,142-94.3% | $87,485-86.3% |
| Participation rate | 0.0% | 84.7%-84.7pp | 87.3%-87.3pp | 68.9%-68.9pp |
| Annual return | 13.03% | 27.21%-14.2pp | 46.84%-33.8pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $25,944 | $6,859+278.3% | $9,284+179.4% | $4,274+507.1% |
| Admin fee / account holder | $11,312,191 | $17,052+66240.6% | $19,076+59201.2% | $7,775+145398.8% |