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 | $6,079 | $48,337-87.4% | $67,560-91.0% | $80,959-92.5% |
| Participation rate | 67.9% | 66.4%+1.4pp | 72.9%-5.1pp | 67.7%+0.2pp |
| Annual return | 0.00% | 18.26%-18.3pp | 3533.50%-3533.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $3,613 | $2,023+78.6% | $2,737+32.0% | $2,757+31.0% |
| Participant deferral / active EE | $575 | $2,928-80.4% | $4,004-85.6% | $4,300-86.6% |
| Admin fee / account holder | $350 | $3,695-90.5% | $3,994-91.2% | $6,925-94.9% |