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 | $6,608 | $97,751-93.2% | $103,447-93.6% | $145,877-95.5% |
| Participation rate | 0.0% | 81.1%-81.1pp | 80.5%-80.5pp | 80.3%-80.3pp |
| Annual return | 69.33% | 25.43%+43.9pp | 23.92%+45.4pp | 551.28%-482.0pp |
| Employer contribution / active EE | $5,299 | $4,684+13.1% | $4,678+13.3% | $4,663+13.6% |
| Participant deferral / active EE | $12,486 | $6,603+89.1% | $6,624+88.5% | $6,691+86.6% |
| Admin fee / account holder | $6,907 | $12,515-44.8% | $9,415-26.6% | $13,402-48.5% |