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 | $1,143 | $44,984-97.5% | $85,009-98.7% | $74,546-98.5% |
| Participation rate | 2.8% | 49.4%-46.6pp | 67.5%-64.7pp | 67.2%-64.4pp |
| Annual return | 1.61% | 26.25%-24.6pp | 66.47%-64.9pp | 1366.03%-1364.4pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $44 | $2,733-98.4% | $4,522-99.0% | $4,347-99.0% |
| Admin fee / account holder | $1,333 | $2,208-39.7% | $6,153-78.3% | $1,944-31.4% |