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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,112 | $71,197-87.2% | $93,669-90.3% | $80,925-88.7% |
| Participation rate | 31.9% | 60.4%-28.5pp | 68.7%-36.8pp | 67.7%-35.7pp |
| Annual return | 9.15% | 11.27%-2.1pp | 133.59%-124.4pp | 35.65%-26.5pp |
| Employer contribution / active EE | $545 | $1,565-65.1% | $2,424-77.5% | $2,756-80.2% |
| Participant deferral / active EE | $1,029 | $4,036-74.5% | $4,416-76.7% | $4,299-76.1% |
| Admin fee / account holder | $7,934 | $6,959+14.0% | $8,291-4.3% | $6,940+14.3% |