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 | $11,757 | $159,978-92.7% | $147,041-92.0% | $145,978-91.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.44% | 98.36%-90.9pp | 419.21%-411.8pp | 550.52%-543.1pp |
| Employer contribution / active EE | $1,709 | $5,288-67.7% | $4,935-65.4% | $4,662-63.3% |
| Participant deferral / active EE | $2,909 | $8,429-65.5% | $8,071-64.0% | $6,690-56.5% |
| Admin fee / account holder | $4,577 | $15,053-69.6% | $13,006-64.8% | $13,400-65.8% |