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 | $6,216 | $199,109-96.9% | $173,730-96.4% | $154,746-96.0% |
| Participation rate | 11.1% | 82.8%-71.7pp | 79.6%-68.5pp | 80.7%-69.6pp |
| Annual return | 7.46% | 20.02%-12.6pp | 19.96%-12.5pp | 172.34%-164.9pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $306 | $7,113-95.7% | $6,326-95.2% | $6,730-95.5% |
| Admin fee / account holder | $3,607 | $20,916-82.8% | $17,523-79.4% | $14,365-74.9% |