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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126 | $69,774-99.8% | $67,561-99.8% | $74,429-99.8% |
| Participation rate | 63.6% | 71.4%-7.8pp | 72.9%-9.3pp | 67.2%-3.7pp |
| Annual return | 0.00% | -40.53%+40.5pp | 3525.44%-3525.4pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $99 | $3,636-97.3% | $4,003-97.5% | $4,348-97.7% |
| Admin fee / account holder | $1 | $890-99.9% | $4,006-100.0% | $1,944-100.0% |