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 | $8,481 | $81,276-89.6% | $155,574-94.5% | $80,925-89.5% |
| Participation rate | 12.0% | 66.2%-54.2pp | 78.2%-66.2pp | 67.7%-55.6pp |
| Annual return | 12.33% | 33.36%-21.0pp | 64.87%-52.5pp | 35.65%-23.3pp |
| Employer contribution / active EE | $457 | $3,103-85.3% | $4,676-90.2% | $2,756-83.4% |
| Participant deferral / active EE | $861 | $3,453-75.1% | $5,629-84.7% | $4,299-80.0% |
| Admin fee / account holder | $2,441 | $7,993-69.5% | $15,914-84.7% | $6,940-64.8% |