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 | $1,055 | $76,519-98.6% | $56,025-98.1% | $145,897-99.3% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | -30.23% | 3017.03%-3047.3pp | 1712.69%-1742.9pp | 552.29%-582.5pp |
| Employer contribution / active EE | $134 | $1,383-90.3% | $1,042-87.2% | $4,663-97.1% |
| Participant deferral / active EE | $200 | $2,624-92.4% | $1,955-89.8% | $6,689-97.0% |
| Admin fee / account holder | $364 | $3,331-89.1% | $2,828-87.1% | $13,390-97.3% |