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 | $3,714 | $156,398-97.6% | $147,318-97.5% | $138,895-97.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | -29.79% | 78.75%-108.5pp | 70.43%-100.2pp | 145.39%-175.2pp |
| Employer contribution / active EE | $1,023 | $4,853-78.9% | $4,593-77.7% | $4,194-75.6% |
| Participant deferral / active EE | $2,320 | $8,237-71.8% | $7,906-70.7% | $6,396-63.7% |
| Admin fee / account holder | $7,732 | $14,976-48.4% | $13,708-43.6% | $12,562-38.5% |