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 | $1,436 | $99,053-98.5% | $88,179-98.4% | $138,895-99.0% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.1%-31.6pp | 79.9%-42.4pp |
| Annual return | -12.59% | 78.17%-90.8pp | 64.97%-77.6pp | 145.39%-158.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $817 | $5,225-84.4% | $4,614-82.3% | $6,396-87.2% |
| Admin fee / account holder | $900 | $8,748-89.7% | $7,673-88.3% | $12,562-92.8% |