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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,766 | $101,283-98.3% | $75,826-97.7% | $135,379-98.7% |
| Participation rate | 10.0% | 72.7%-62.7pp | 68.2%-58.2pp | 82.6%-72.6pp |
| Annual return | -103.16% | 3384.62%-3487.8pp | 1914.15%-2017.3pp | 519.79%-622.9pp |
| Employer contribution / active EE | $30 | $2,382-98.7% | $1,913-98.4% | $4,779-99.4% |
| Participant deferral / active EE | $150 | $3,469-95.7% | $2,862-94.8% | $5,609-97.3% |
| Admin fee / account holder | $938 | $6,539-85.7% | $4,726-80.2% | $10,828-91.3% |