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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,470 | $117,895-93.7% | $102,460-92.7% | $145,897-94.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 2.83% | 31.92%-29.1pp | 29.47%-26.6pp | 552.29%-549.5pp |
| Employer contribution / active EE | $1,315 | $3,619-63.7% | $3,025-56.5% | $4,663-71.8% |
| Participant deferral / active EE | $1,315 | $5,736-77.1% | $5,056-74.0% | $6,689-80.3% |
| Admin fee / account holder | $17,606 | $13,353+31.9% | $9,460+86.1% | $13,390+31.5% |