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 | $891 | $102,382-99.1% | $147,005-99.4% | $80,874-98.9% |
| Participation rate | 18.4% | 75.8%-57.4pp | 82.2%-63.7pp | 67.6%-49.2pp |
| Annual return | -95.41% | 134.89%-230.3pp | 418.76%-514.2pp | 35.62%-131.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $196 | $6,646-97.0% | $8,070-97.6% | $4,297-95.4% |
| Admin fee / account holder | $461 | $7,942-94.2% | $13,006-96.5% | $6,935-93.4% |