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.)
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 | $8,759 | $156,398-94.4% | $147,318-94.1% | $138,895-93.7% |
| Participation rate | 65.2% | 83.8%-18.5pp | 82.1%-16.8pp | 79.9%-14.7pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,931 | $8,237-64.4% | $7,906-62.9% | $6,396-54.2% |
| Admin fee / account holder | $795 | $14,976-94.7% | $13,708-94.2% | $12,562-93.7% |