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.)
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 | $7,621 | $225,673-96.6% | $203,872-96.3% | $155,188-95.1% |
| Participation rate | 40.0% | 80.3%-40.3pp | 77.8%-37.8pp | 80.8%-40.8pp |
| Annual return | 36.93% | 95.91%-59.0pp | 85.11%-48.2pp | 148.84%-111.9pp |
| Employer contribution / active EE | $400 | $4,099-90.2% | $3,757-89.4% | $4,248-90.6% |
| Participant deferral / active EE | $1,288 | $6,893-81.3% | $6,388-79.8% | $6,531-80.3% |
| Admin fee / account holder | $424 | $12,327-96.6% | $11,730-96.4% | $14,480-97.1% |