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.
Employer 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 | $19,961 | $223,823-91.1% | $211,142-90.5% | $154,746-87.1% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 0.00% | 50.39%-50.4pp | 46.84%-46.8pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,193 | $6,787-82.4% | $6,442-81.5% | $4,379-72.8% |
| Participant deferral / active EE | $12,168 | $9,750+24.8% | $9,284+31.1% | $6,730+80.8% |
| Admin fee / account holder | $1,029 | $19,707-94.8% | $19,076-94.6% | $14,365-92.8% |