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 | $12,873 | $77,472-83.4% | $100,415-87.2% | $80,959-84.1% |
| Participation rate | 63.6% | 76.9%-13.3pp | 81.5%-17.9pp | 67.7%-4.0pp |
| Annual return | 0.00% | 37.26%-37.3pp | 49.47%-49.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,787 | $6,818+14.2% | $8,091-3.8% | $4,300+81.1% |
| Admin fee / account holder | $2,731 | $5,885-53.6% | $7,906-65.5% | $6,925-60.6% |