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.)
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 | $29,380 | $113,016-74.0% | $103,486-71.6% | $74,459-60.5% |
| Participation rate | 58.4% | 80.8%-22.3pp | 80.5%-22.1pp | 67.2%-8.8pp |
| Annual return | 141.26% | 23.24%+118.0pp | 23.93%+117.3pp | 1369.70%-1228.4pp |
| Employer contribution / active EE | $1,832 | $4,881-62.5% | $4,679-60.9% | $2,626-30.2% |
| Participant deferral / active EE | $3,561 | $7,279-51.1% | $6,628-46.3% | $4,350-18.1% |
| Admin fee / account holder | $2,277 | $1,709+33.3% | $9,354-75.7% | $1,945+17.1% |