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 | $5,902 | $75,541-92.2% | $152,093-96.1% | $82,637-92.9% |
| Participation rate | 24.1% | 66.5%-42.4pp | 77.8%-53.6pp | 68.1%-43.9pp |
| Annual return | 34.88% | 32.56%+2.3pp | 66.36%-31.5pp | 53.51%-18.6pp |
| Employer contribution / active EE | $419 | $2,622-84.0% | $4,175-90.0% | $2,552-83.6% |
| Participant deferral / active EE | $765 | $3,206-76.1% | $5,451-86.0% | $4,126-81.5% |
| Admin fee / account holder | $1,183 | $6,405-81.5% | $14,497-91.8% | $7,339-83.9% |