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.)
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 | $1,239 | $72,071-98.3% | $68,368-98.2% | $137,256-99.1% |
| Participation rate | 18.2% | 76.2%-58.1pp | 73.8%-55.6pp | 80.0%-61.8pp |
| Annual return | 0.00% | 353.14%-353.1pp | 292.57%-292.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $280 | $4,410-93.6% | $4,123-93.2% | $6,407-95.6% |
| Admin fee / account holder | $362 | $5,336-93.2% | $5,150-93.0% | $12,270-97.1% |