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.
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 | $2,648 | $76,368-96.5% | $67,681-96.1% | $154,746-98.3% |
| Participation rate | 50.0% | 79.0%-29.0pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 15.44% | 1066.77%-1051.3pp | 590.58%-575.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,673 | $4,824+224.9% | $3,976+294.2% | $6,730+132.9% |
| Admin fee / account holder | $152,466 | $8,559+1681.3% | $6,100+2399.6% | $14,365+961.4% |