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 | $1,243 | $100,970-98.8% | $96,576-98.7% | $137,256-99.1% |
| Participation rate | 28.6% | 82.6%-54.0pp | 81.4%-52.9pp | 80.0%-51.4pp |
| Annual return | 11.63% | 38.16%-26.5pp | 38.47%-26.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $450 | $8,286-94.6% | $7,956-94.3% | $6,407-93.0% |
| Admin fee / account holder | $566 | $11,312-95.0% | $11,381-95.0% | $12,270-95.4% |