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 | $7,479 | $99,875-92.5% | $146,866-94.9% | $86,983-91.4% |
| Participation rate | 27.4% | 75.8%-48.4pp | 82.5%-55.1pp | 69.5%-42.1pp |
| Annual return | 0.00% | 28.10%-28.1pp | 102.85%-102.9pp | 25.83%-25.8pp |
| Employer contribution / active EE | $350 | $3,224-89.2% | $4,425-92.1% | $2,584-86.5% |
| Participant deferral / active EE | $912 | $6,322-85.6% | $7,759-88.2% | $4,194-78.3% |
| Admin fee / account holder | $1,086 | $7,838-86.1% | $13,620-92.0% | $7,856-86.2% |