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.)
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 | $2,831 | $60,442-95.3% | $96,754-97.1% | $87,485-96.8% |
| Participation rate | 20.0% | 58.7%-38.7pp | 70.3%-50.3pp | 68.9%-48.9pp |
| Annual return | 133.28% | 21.97%+111.3pp | 82.04%+51.2pp | 26.06%+107.2pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $335 | $3,280-89.8% | $4,758-93.0% | $4,274-92.2% |
| Admin fee / account holder | $1,246 | $5,069-75.4% | $8,905-86.0% | $7,775-84.0% |