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 | $5,085 | $86,050-94.1% | $189,758-97.3% | $94,015-94.6% |
| Participation rate | 34.8% | 68.9%-34.1pp | 79.8%-45.0pp | 70.8%-36.0pp |
| Annual return | 17.18% | 17.77%-0.6pp | 52.62%-35.4pp | 17.84%-0.7pp |
| Employer contribution / active EE | $465 | $2,819-83.5% | $4,767-90.3% | $2,790-83.3% |
| Participant deferral / active EE | $474 | $3,349-85.8% | $5,856-91.9% | $4,249-88.8% |
| Admin fee / account holder | $1,104 | $6,627-83.3% | $20,388-94.6% | $8,951-87.7% |