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 | $1,256 | $211,224-99.4% | $178,505-99.3% | $145,897-99.1% |
| Participation rate | 13.6% | 80.8%-67.2pp | 77.1%-63.5pp | 80.3%-66.7pp |
| Annual return | 4.30% | 30.28%-26.0pp | 27.16%-22.9pp | 552.29%-548.0pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $130 | $6,966-98.1% | $6,280-97.9% | $6,689-98.1% |
| Admin fee / account holder | $411 | $12,109-96.6% | $10,428-96.1% | $13,390-96.9% |