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.)
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 | $4,208 | $61,815-93.2% | $97,295-95.7% | $80,959-94.8% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.7%-6.0pp | 67.7%-1.0pp |
| Annual return | -2.65% | -558.73%+556.1pp | 75.62%-78.3pp | 35.67%-38.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,126 | $3,027-29.8% | $4,264-50.1% | $4,300-50.6% |
| Admin fee / account holder | $872 | $5,166-83.1% | $5,646-84.6% | $6,925-87.4% |