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.
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 | $24,210 | $167,415-85.5% | $140,514-82.8% | $198,609-87.8% |
| Participation rate | 60.0% | 80.9%-20.9pp | 77.8%-17.8pp | 82.4%-22.4pp |
| Annual return | 7.88% | 13.85%-6.0pp | 14.36%-6.5pp | 202.70%-194.8pp |
| Employer contribution / active EE | $8,407 | $4,088+105.7% | $3,378+148.9% | $5,055+66.3% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $427 | $16,730-97.4% | $13,697-96.9% | $19,030-97.8% |