Sign up free to preview peer percentile detail
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,391 | $111,785-91.6% | $93,669-90.0% | $145,877-93.6% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 7.74% | 203.79%-196.0pp | 133.59%-125.8pp | 551.28%-543.5pp |
| Employer contribution / active EE | $1,816 | $3,096-41.4% | $2,424-25.1% | $4,663-61.1% |
| Participant deferral / active EE | $1,793 | $4,919-63.5% | $4,416-59.4% | $6,691-73.2% |
| Admin fee / account holder | $369 | $10,256-96.4% | $8,291-95.6% | $13,402-97.2% |