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 | $18,057 | $86,940-79.2% | $102,434-82.4% | $80,935-77.7% |
| Participation rate | 47.7% | 72.4%-24.7pp | 76.5%-28.8pp | 67.7%-20.0pp |
| Annual return | 316.25% | 18.89%+297.4pp | 29.46%+286.8pp | 35.66%+280.6pp |
| Employer contribution / active EE | $1,432 | $2,370-39.6% | $3,023-52.6% | $2,757-48.0% |
| Participant deferral / active EE | $1,782 | $4,121-56.8% | $5,055-64.7% | $4,299-58.5% |
| Admin fee / account holder | $871 | $8,047-89.2% | $9,462-90.8% | $6,924-87.4% |