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 | $1,282 | $154,228-99.2% | $145,433-99.1% | $137,256-99.1% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | -26.83% | 74.59%-101.4pp | 66.58%-93.4pp | 220.34%-247.2pp |
| Employer contribution / active EE | $1,075 | $4,804-77.6% | $4,554-76.4% | $4,156-74.1% |
| Participant deferral / active EE | $1,075 | $8,216-86.9% | $7,897-86.4% | $6,407-83.2% |
| Admin fee / account holder | $14,487 | $14,344+1.0% | $13,129+10.3% | $12,270+18.1% |