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.
Employer 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 | $8,008 | $166,131-95.2% | $164,975-95.1% | $145,877-94.5% |
| Participation rate | 36.4% | 82.0%-45.6pp | 78.6%-42.3pp | 80.3%-43.9pp |
| Annual return | -101.67% | 100.37%-202.0pp | 70.12%-171.8pp | 551.28%-653.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,392 | $6,962-36.9% | $6,033-27.2% | $6,691-34.4% |
| Admin fee / account holder | $3,511 | $16,648-78.9% | $12,688-72.3% | $13,402-73.8% |