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 | $17,544 | $77,358-77.3% | $102,184-82.8% | $87,485-79.9% |
| Participation rate | 64.0% | 78.7%-14.7pp | 82.6%-18.6pp | 68.9%-4.9pp |
| Annual return | 21.48% | 41.11%-19.6pp | 31.58%-10.1pp | 26.06%-4.6pp |
| Employer contribution / active EE | $1,566 | $2,562-38.9% | $3,594-56.4% | $2,596-39.7% |
| Participant deferral / active EE | $3,804 | $6,753-43.7% | $8,309-54.2% | $4,274-11.0% |
| Admin fee / account holder | $434 | $6,809-93.6% | $11,609-96.3% | $7,775-94.4% |