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 | $14,676 | $201,370-92.7% | $184,256-92.0% | $145,897-89.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 15.44% | 29.05%-13.6pp | 28.85%-13.4pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,126 | $7,024-84.0% | $6,427-82.5% | $4,663-75.9% |
| Participant deferral / active EE | $5,469 | $9,808-44.2% | $9,133-40.1% | $6,689-18.2% |
| Admin fee / account holder | $515 | $16,364-96.9% | $13,899-96.3% | $13,390-96.2% |