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 | $7,169 | $111,535-93.6% | $105,223-93.2% | $137,256-94.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 2.86% | 237.85%-235.0pp | 180.65%-177.8pp | 220.34%-217.5pp |
| Employer contribution / active EE | $935 | $3,939-76.3% | $3,689-74.6% | $4,156-77.5% |
| Participant deferral / active EE | $2,298 | $5,500-58.2% | $5,072-54.7% | $6,407-64.1% |
| Admin fee / account holder | $1,507 | $9,721-84.5% | $8,859-83.0% | $12,270-87.7% |