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 | $7,508 | $47,479-84.2% | $62,929-88.1% | $82,448-90.9% |
| Participation rate | 54.3% | 66.9%-12.6pp | 73.1%-18.8pp | 68.1%-13.8pp |
| Annual return | 23.92% | 20.34%+3.6pp | 1063.93%-1040.0pp | 41.64%-17.7pp |
| Employer contribution / active EE | $288 | $1,885-84.7% | $2,505-88.5% | $2,551-88.7% |
| Participant deferral / active EE | $1,952 | $2,870-32.0% | $3,888-49.8% | $4,139-52.8% |
| Admin fee / account holder | $308 | $3,804-91.9% | $5,065-93.9% | $7,234-95.7% |