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 | $27,359 | $196,972-86.1% | $182,262-85.0% | $198,609-86.2% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 0.29% | 158.27%-158.0pp | 140.60%-140.3pp | 202.70%-202.4pp |
| Employer contribution / active EE | $12,249 | $5,364+128.4% | $5,046+142.8% | $5,055+142.3% |
| Participant deferral / active EE | $328 | $8,643-96.2% | $8,276-96.0% | $6,977-95.3% |
| Admin fee / account holder | $2,842 | $18,429-84.6% | $16,712-83.0% | $19,030-85.1% |