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 | $13,234 | $76,642-82.7% | $146,866-91.0% | $65,306-79.7% |
| Participation rate | 62.5% | 61.2%+1.3pp | 82.5%-20.0pp | 57.7%+4.8pp |
| Annual return | 56.09% | 33.40%+22.7pp | 102.85%-46.8pp | 21.94%+34.1pp |
| Employer contribution / active EE | $2,331 | $2,621-11.0% | $4,425-47.3% | $1,967+18.5% |
| Participant deferral / active EE | $3,960 | $4,864-18.6% | $7,759-49.0% | $2,959+33.8% |
| Admin fee / account holder | $1,566 | $3,960-60.4% | $13,620-88.5% | $3,480-55.0% |