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 | $1,999 | $162,136-98.8% | $152,301-98.7% | $154,746-98.7% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | -11.54% | 91.02%-102.6pp | 80.50%-92.0pp | 172.34%-183.9pp |
| Employer contribution / active EE | $1,378 | $4,890-71.8% | $4,624-70.2% | $4,379-68.5% |
| Participant deferral / active EE | $1,678 | $8,341-79.9% | $8,004-79.0% | $6,730-75.1% |
| Admin fee / account holder | $4,711 | $15,759-70.1% | $14,398-67.3% | $14,365-67.2% |