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.
Employer 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 | $2,759 | $208,088-98.7% | $186,193-98.5% | $154,746-98.2% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.1%-77.1pp | 80.7%-80.7pp |
| Annual return | 25.43% | 89.97%-64.5pp | 78.03%-52.6pp | 172.34%-146.9pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,530 | $7,078-78.4% | $6,513-76.5% | $6,730-77.3% |
| Admin fee / account holder | $7,954 | $11,698-32.0% | $11,058-28.1% | $14,365-44.6% |