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 | $16,256 | $59,448-72.7% | $93,696-82.7% | $74,459-78.2% |
| Participation rate | 8.4% | 59.6%-51.2pp | 68.7%-60.3pp | 67.2%-58.8pp |
| Annual return | 18.78% | 82.11%-63.3pp | 133.74%-115.0pp | 1369.70%-1350.9pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $588 | $3,052-80.7% | $4,417-86.7% | $4,350-86.5% |
| Admin fee / account holder | $3,506 | $3,027+15.8% | $8,287-57.7% | $1,945+80.3% |