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 | $4,764 | $169,161-97.2% | $129,295-96.3% | $145,959-96.7% |
| Participation rate | 31.3% | 76.5%-45.2pp | 69.6%-38.4pp | 80.3%-49.0pp |
| Annual return | 6.45% | 14348.07%-14341.6pp | 9429.28%-9422.8pp | 561.95%-555.5pp |
| Employer contribution / active EE | $527 | $5,543-90.5% | $4,157-87.3% | $4,661-88.7% |
| Participant deferral / active EE | $573 | $4,989-88.5% | $4,169-86.3% | $6,689-91.4% |
| Admin fee / account holder | $1,027 | $9,878-89.6% | $7,665-86.6% | $13,398-92.3% |