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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175 | $108,922-99.8% | $100,398-99.8% | $145,978-99.9% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 58.04%-58.0pp | 49.32%-49.3pp | 550.52%-550.5pp |
| Employer contribution / active EE | $700 | $4,426-84.2% | $3,946-82.3% | $4,662-85.0% |
| Participant deferral / active EE | $250 | $8,450-97.0% | $8,084-96.9% | $6,690-96.3% |
| Admin fee / account holder | $775 | $9,680-92.0% | $7,893-90.2% | $13,400-94.2% |