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.
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 | $745 | $76,519-99.0% | $56,025-98.7% | $145,897-99.5% |
| Participation rate | 27.3% | 63.2%-36.0pp | 52.5%-25.2pp | 80.3%-53.0pp |
| Annual return | 0.00% | 3017.03%-3017.0pp | 1712.69%-1712.7pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $295 | $2,624-88.8% | $1,955-84.9% | $6,689-95.6% |
| Admin fee / account holder | $341 | $3,331-89.8% | $2,828-87.9% | $13,390-97.5% |