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.)
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 | $6,457 | $111,535-94.2% | $105,223-93.9% | $137,256-95.3% |
| Participation rate | 6.7% | 78.1%-71.4pp | 75.0%-68.4pp | 80.0%-73.3pp |
| Annual return | -8.88% | 237.85%-246.7pp | 180.65%-189.5pp | 220.34%-229.2pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,500 | $9,721-84.6% | $8,859-83.1% | $12,270-87.8% |