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 | $5,019 | $77,814-93.5% | $158,223-96.8% | $86,983-94.2% |
| Participation rate | 63.9% | 68.4%-4.5pp | 79.2%-15.3pp | 69.5%-5.7pp |
| Annual return | 25.72% | 30.54%-4.8pp | 52.09%-26.4pp | 25.83%-0.1pp |
| Employer contribution / active EE | $1,105 | $2,592-57.4% | $4,109-73.1% | $2,584-57.2% |
| Participant deferral / active EE | $983 | $3,270-69.9% | $5,467-82.0% | $4,194-76.6% |
| Admin fee / account holder | $578 | $5,879-90.2% | $16,047-96.4% | $7,856-92.6% |