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 | $19,085 | $87,733-78.2% | $106,554-82.1% | $85,851-77.8% |
| Participation rate | 0.0% | 71.9%-71.9pp | 76.1%-76.1pp | 69.3%-69.3pp |
| Annual return | 14.06% | 21.86%-7.8pp | 26.80%-12.7pp | 318.63%-304.6pp |
| Employer contribution / active EE | $1,135 | $2,073-45.3% | $2,819-59.7% | $2,565-55.8% |
| Participant deferral / active EE | $1,763 | $3,469-49.2% | $4,398-59.9% | $3,952-55.4% |
| Admin fee / account holder | $819 | $6,767-87.9% | $7,408-88.9% | $6,261-86.9% |