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.
Employer 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 | $1,683 | $29,733-94.3% | $56,025-97.0% | $80,959-97.9% |
| Participation rate | 11.5% | 41.7%-30.2pp | 52.5%-41.0pp | 67.7%-56.1pp |
| Annual return | 15.71% | 35.28%-19.6pp | 1712.69%-1697.0pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $473 | $1,229-61.5% | $1,955-75.8% | $4,300-89.0% |
| Admin fee / account holder | $3,440 | $2,434+41.4% | $2,828+21.6% | $6,925-50.3% |