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 | $4,412 | $88,672-95.0% | $105,223-95.8% | $82,448-94.6% |
| Participation rate | 63.0% | 67.9%-5.0pp | 75.0%-12.1pp | 68.1%-5.1pp |
| Annual return | 10.28% | 30.86%-20.6pp | 180.65%-170.4pp | 41.64%-31.4pp |
| Employer contribution / active EE | $1,489 | $3,048-51.1% | $3,689-59.6% | $2,551-41.6% |
| Participant deferral / active EE | $1,438 | $4,036-64.4% | $5,072-71.7% | $4,139-65.3% |
| Admin fee / account holder | $3,353 | $7,146-53.1% | $8,859-62.2% | $7,234-53.7% |