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 | $983 | $114,119-99.1% | $107,187-99.1% | $138,895-99.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 21.95% | 273.21%-251.3pp | 204.55%-182.6pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,013 | $4,059-75.1% | $3,782-73.2% | $4,194-75.9% |
| Participant deferral / active EE | $1,034 | $5,538-81.3% | $5,096-79.7% | $6,396-83.8% |
| Admin fee / account holder | $2,467 | $10,024-75.4% | $9,162-73.1% | $12,562-80.4% |