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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,959 | $154,228-98.7% | $145,433-98.7% | $137,256-98.6% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,159 | $4,804-75.9% | $4,554-74.5% | $4,156-72.1% |
| Participant deferral / active EE | $944 | $8,216-88.5% | $7,897-88.0% | $6,407-85.3% |
| Admin fee / account holder | $2,370 | $14,344-83.5% | $13,129-81.9% | $12,270-80.7% |