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.
Employer 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,260 | $76,519-98.4% | $56,025-97.8% | $145,897-99.1% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 1.47% | 3017.03%-3015.6pp | 1712.69%-1711.2pp | 552.29%-550.8pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $559 | $2,624-78.7% | $1,955-71.4% | $6,689-91.6% |
| Admin fee / account holder | $502 | $3,331-84.9% | $2,828-82.2% | $13,390-96.2% |