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.
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 | $17,787 | $201,370-91.2% | $184,256-90.3% | $145,897-87.8% |
| Participation rate | 45.5% | 87.5%-42.0pp | 86.8%-41.4pp | 80.3%-34.9pp |
| Annual return | 16.61% | 29.05%-12.4pp | 28.85%-12.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,506 | $7,024-78.6% | $6,427-76.6% | $4,663-67.7% |
| Participant deferral / active EE | $3,223 | $9,808-67.1% | $9,133-64.7% | $6,689-51.8% |
| Admin fee / account holder | $4,895 | $16,364-70.1% | $13,899-64.8% | $13,390-63.4% |