Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,193 | $156,398-99.2% | $147,318-99.2% | $138,895-99.1% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 17.64% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $3,589 | $4,853-26.0% | $4,593-21.9% | $4,194-14.4% |
| Participant deferral / active EE | $15,132 | $8,237+83.7% | $7,906+91.4% | $6,396+136.6% |
| Admin fee / account holder | $179,275 | $14,976+1097.1% | $13,708+1207.9% | $12,562+1327.1% |