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 | $433 | $67,823-99.4% | $52,425-99.2% | $137,256-99.7% |
| Participation rate | 23.8% | 63.9%-40.1pp | 55.6%-31.8pp | 80.0%-56.2pp |
| Annual return | 5.82% | 219.11%-213.3pp | 302.12%-296.3pp | 220.34%-214.5pp |
| Employer contribution / active EE | $35 | $1,163-97.0% | $914-96.2% | $4,156-99.2% |
| Participant deferral / active EE | $75 | $2,288-96.7% | $1,790-95.8% | $6,407-98.8% |
| Admin fee / account holder | $651 | $2,844-77.1% | $2,495-73.9% | $12,270-94.7% |