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.
Employer 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 | $8,542 | $183,627-95.3% | $155,602-94.5% | $145,978-94.1% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 13.86% | 61.32%-47.5pp | 64.81%-50.9pp | 550.52%-536.7pp |
| Employer contribution / active EE | $629 | $5,316-88.2% | $4,675-86.5% | $4,662-86.5% |
| Participant deferral / active EE | $1,955 | $6,466-69.8% | $5,629-65.3% | $6,690-70.8% |
| Admin fee / account holder | $827 | $19,327-95.7% | $15,923-94.8% | $13,400-93.8% |