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 | $172,111-100.0% | $150,298-100.0% | $137,256-100.0% |
| Participation rate | 8.3% | 81.7%-73.4pp | 77.8%-69.4pp | 80.0%-71.6pp |
| Annual return | 19.73% | 69.37%-49.6pp | 62.79%-43.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $850 | $4,636-81.7% | $4,154-79.5% | $4,156-79.6% |
| Participant deferral / active EE | $2,912 | $6,166-52.8% | $5,453-46.6% | $6,407-54.5% |
| Admin fee / account holder | $305,471 | $16,471+1754.6% | $14,116+2064.0% | $12,270+2389.5% |