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 | $385 | $97,125-99.6% | $86,233-99.6% | $137,256-99.7% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 16.90% | 74.19%-57.3pp | 61.39%-44.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $974 | $2,841-65.7% | $2,504-61.1% | $4,156-76.6% |
| Participant deferral / active EE | $1,377 | $5,180-73.4% | $4,559-69.8% | $6,407-78.5% |
| Admin fee / account holder | $7,283 | $9,725-25.1% | $8,342-12.7% | $12,270-40.6% |