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.)
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 | $5,105 | $76,834-93.4% | $108,359-95.3% | $87,485-94.2% |
| Participation rate | 38.6% | 61.7%-23.1pp | 70.1%-31.5pp | 68.9%-30.3pp |
| Annual return | 60.14% | 19.09%+41.0pp | 36.89%+23.2pp | 26.06%+34.1pp |
| Employer contribution / active EE | $644 | $1,556-58.6% | $2,399-73.2% | $2,596-75.2% |
| Participant deferral / active EE | $974 | $3,100-68.6% | $4,137-76.5% | $4,274-77.2% |
| Admin fee / account holder | $353 | $6,537-94.6% | $9,741-96.4% | $7,775-95.5% |