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.
Employer 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 | $16,799 | $56,894-70.5% | $84,753-80.2% | $62,881-73.3% |
| Participation rate | 46.2% | 68.5%-22.4pp | 76.6%-30.4pp | 69.3%-23.2pp |
| Annual return | 9.83% | 6.30%+3.5pp | 22.78%-13.0pp | 20.14%-10.3pp |
| Employer contribution / active EE | $206 | $2,400-91.4% | $3,574-94.2% | $2,281-91.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,072 | $3,581+13.7% | $5,333-23.7% | $4,296-5.2% |