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 | $20,128 | $209,336-90.4% | $197,124-89.8% | $137,256-85.3% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 5.16% | 48.09%-42.9pp | 44.34%-39.2pp | 220.34%-215.2pp |
| Employer contribution / active EE | $1,714 | $6,591-74.0% | $6,227-72.5% | $4,156-58.7% |
| Participant deferral / active EE | $2,506 | $9,614-73.9% | $9,135-72.6% | $6,407-60.9% |
| Admin fee / account holder | $62,246 | $17,308+259.6% | $16,298+281.9% | $12,270+407.3% |