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 | $734 | $52,450-98.6% | $129,397-99.4% | $74,429-99.0% |
| Participation rate | 8.0% | 53.8%-45.9pp | 69.6%-61.7pp | 67.2%-59.3pp |
| Annual return | 47.35% | 15.65%+31.7pp | 9453.98%-9406.6pp | 1368.38%-1321.0pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,154-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $35 | $2,797-98.8% | $4,167-99.2% | $4,348-99.2% |
| Admin fee / account holder | $537 | $2,636-79.6% | $7,679-93.0% | $1,944-72.4% |