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.
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 | $906 | $70,532-98.7% | $68,948-98.7% | $137,256-99.3% |
| Participation rate | 0.0% | 81.0%-81.0pp | 79.2%-79.2pp | 80.0%-80.0pp |
| Annual return | -6.93% | 32.56%-39.5pp | 28.39%-35.3pp | 220.34%-227.3pp |
| Employer contribution / active EE | $2,865 | $4,355-34.2% | $4,165-31.2% | $4,156-31.1% |
| Participant deferral / active EE | $0 | $6,773-100.0% | $6,186-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,516 | $7,916-68.2% | $7,539-66.6% | $12,270-79.5% |