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 | $15,339 | $160,070-90.4% | $147,117-89.6% | $145,897-89.5% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 10.18% | 98.69%-88.5pp | 420.54%-410.4pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,504 | $5,285-71.5% | $4,932-69.5% | $4,663-67.8% |
| Participant deferral / active EE | $2,473 | $8,419-70.6% | $8,065-69.3% | $6,689-63.0% |
| Admin fee / account holder | $36,511 | $15,035+142.8% | $12,993+181.0% | $13,390+172.7% |