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 | $8,667 | $81,276-89.3% | $155,574-94.4% | $80,925-89.3% |
| Participation rate | 14.9% | 66.2%-51.4pp | 78.2%-63.3pp | 67.7%-52.8pp |
| Annual return | 69.47% | 33.36%+36.1pp | 64.87%+4.6pp | 35.65%+33.8pp |
| Employer contribution / active EE | $557 | $3,103-82.1% | $4,676-88.1% | $2,756-79.8% |
| Participant deferral / active EE | $557 | $3,453-83.9% | $5,629-90.1% | $4,299-87.1% |
| Admin fee / account holder | $3,619 | $7,993-54.7% | $15,914-77.3% | $6,940-47.9% |