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 | $11,467 | $81,504-85.9% | $102,437-88.8% | $80,959-85.8% |
| Participation rate | 33.9% | 66.9%-33.0pp | 74.5%-40.6pp | 67.7%-33.8pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.95%-24.9pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,198 | $3,104-61.4% | $3,871-69.0% | $2,757-56.5% |
| Participant deferral / active EE | $1,564 | $3,871-59.6% | $5,060-69.1% | $4,300-63.6% |
| Admin fee / account holder | $694 | $6,719-89.7% | $8,388-91.7% | $6,925-90.0% |