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 | $77,814-92.4% | $158,223-96.3% | $86,983-93.2% |
| Participation rate | 24.1% | 68.4%-44.3pp | 79.2%-55.1pp | 69.5%-45.4pp |
| Annual return | 34.88% | 30.54%+4.3pp | 52.09%-17.2pp | 25.83%+9.0pp |
| Employer contribution / active EE | $419 | $2,592-83.9% | $4,109-89.8% | $2,584-83.8% |
| Participant deferral / active EE | $765 | $3,270-76.6% | $5,467-86.0% | $4,194-81.8% |
| Admin fee / account holder | $1,183 | $5,879-79.9% | $16,047-92.6% | $7,856-84.9% |