Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $176 | $211,224-99.9% | $178,505-99.9% | $145,897-99.9% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 18.58% | 30.28%-11.7pp | 27.16%-8.6pp | 552.29%-533.7pp |
| Employer contribution / active EE | $2,096 | $4,577-54.2% | $3,955-47.0% | $4,663-55.0% |
| Participant deferral / active EE | $2,621 | $6,966-62.4% | $6,280-58.3% | $6,689-60.8% |
| Admin fee / account holder | $153,275 | $12,109+1165.8% | $10,428+1369.9% | $13,390+1044.7% |