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.
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 | $21,837 | $95,404-77.1% | $113,397-80.7% | $82,637-73.6% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.5%-15.0pp | 68.1%-6.5pp |
| Annual return | 219.51% | 19.08%+200.4pp | 23.20%+196.3pp | 53.51%+166.0pp |
| Employer contribution / active EE | $1,755 | $2,307-23.9% | $2,977-41.1% | $2,552-31.2% |
| Participant deferral / active EE | $4,851 | $4,220+15.0% | $5,076-4.4% | $4,126+17.6% |
| Admin fee / account holder | $340 | $9,168-96.3% | $11,957-97.2% | $7,339-95.4% |