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 | $4,904 | $109,904-95.5% | $97,167-95.0% | $145,959-96.6% |
| Participation rate | 26.7% | 75.9%-49.3pp | 72.7%-46.0pp | 80.3%-53.6pp |
| Annual return | 15.74% | 243.43%-227.7pp | 75.27%-59.5pp | 561.95%-546.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $552 | $4,676-88.2% | $4,264-87.1% | $6,689-91.8% |
| Admin fee / account holder | $455 | $6,216-92.7% | $5,650-92.0% | $13,398-96.6% |