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 | $20,961 | $81,487-74.3% | $102,412-79.5% | $80,935-74.1% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.7%+1.6pp |
| Annual return | 13.71% | 25.60%-11.9pp | 24.94%-11.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $2,893 | $3,103-6.8% | $3,870-25.2% | $2,757+5.0% |
| Participant deferral / active EE | $3,031 | $3,871-21.7% | $5,060-40.1% | $4,299-29.5% |
| Admin fee / account holder | $1,534 | $6,717-77.2% | $8,388-81.7% | $6,924-77.8% |