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 | $18,512 | $102,382-81.9% | $147,005-87.4% | $80,874-77.1% |
| Participation rate | 28.9% | 75.8%-47.0pp | 82.2%-53.3pp | 67.6%-38.8pp |
| Annual return | 19.41% | 134.89%-115.5pp | 418.76%-399.4pp | 35.62%-16.2pp |
| Employer contribution / active EE | $965 | $3,715-74.0% | $4,934-80.4% | $2,756-65.0% |
| Participant deferral / active EE | $2,407 | $6,646-63.8% | $8,070-70.2% | $4,297-44.0% |
| Admin fee / account holder | $2,379 | $7,942-70.0% | $13,006-81.7% | $6,935-65.7% |