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 | $24,582 | $234,190-89.5% | $180,320-86.4% | $198,609-87.6% |
| Participation rate | 57.9% | 77.1%-19.2pp | 71.5%-13.6pp | 82.4%-24.5pp |
| Annual return | 20.90% | 1057.44%-1036.5pp | 778.54%-757.6pp | 202.70%-181.8pp |
| Employer contribution / active EE | $2,896 | $5,258-44.9% | $4,108-29.5% | $5,055-42.7% |
| Participant deferral / active EE | $8,565 | $4,988+71.7% | $4,304+99.0% | $6,977+22.8% |
| Admin fee / account holder | $537 | $12,558-95.7% | $10,000-94.6% | $19,030-97.2% |