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 | $26,220 | $101,653-74.2% | $147,080-82.2% | $74,459-64.8% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.2%-32.2pp | 67.2%-17.2pp |
| Annual return | 20.22% | 8754.98%-8734.8pp | 420.17%-399.9pp | 1369.70%-1349.5pp |
| Employer contribution / active EE | $1,715 | $3,813-55.0% | $4,933-65.2% | $2,626-34.7% |
| Participant deferral / active EE | $3,685 | $7,304-49.6% | $8,066-54.3% | $4,350-15.3% |
| Admin fee / account holder | $1,104 | $1,752-36.9% | $12,989-91.5% | $1,945-43.2% |