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.)
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 | $16,213 | $86,938-81.4% | $102,423-84.2% | $80,925-80.0% |
| Participation rate | 24.2% | 72.4%-48.2pp | 76.5%-52.3pp | 67.7%-43.4pp |
| Annual return | 8.46% | 18.89%-10.4pp | 29.42%-21.0pp | 35.65%-27.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,337 | $4,120-67.5% | $5,054-73.5% | $4,299-68.9% |
| Admin fee / account holder | $6,315 | $8,053-21.6% | $9,455-33.2% | $6,940-9.0% |