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 | $1,139 | $149,040-99.2% | $120,225-99.1% | $137,256-99.2% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | -0.53% | 605.68%-606.2pp | 439.23%-439.8pp | 220.34%-220.9pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $244 | $4,655-94.8% | $3,999-93.9% | $6,407-96.2% |
| Admin fee / account holder | $11,419 | $6,348+79.9% | $5,696+100.5% | $12,270-6.9% |