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 | $20,528 | $86,949-76.4% | $102,460-80.0% | $80,959-74.6% |
| Participation rate | 62.7% | 72.4%-9.7pp | 76.5%-13.8pp | 67.7%-5.0pp |
| Annual return | 38.19% | 18.89%+19.3pp | 29.47%+8.7pp | 35.67%+2.5pp |
| Employer contribution / active EE | $1,722 | $2,370-27.3% | $3,025-43.1% | $2,757-37.6% |
| Participant deferral / active EE | $5,054 | $4,121+22.6% | $5,0560% | $4,300+17.5% |
| Admin fee / account holder | $2,822 | $8,048-64.9% | $9,460-70.2% | $6,925-59.3% |