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 | $10,969 | $101,591-89.2% | $147,096-92.5% | $74,429-85.3% |
| Participation rate | 40.3% | 75.5%-35.3pp | 82.2%-41.9pp | 67.2%-26.9pp |
| Annual return | 1277.93% | 8746.45%-7468.5pp | 419.75%+858.2pp | 1368.38%-90.5pp |
| Employer contribution / active EE | $1,212 | $3,813-68.2% | $4,936-75.4% | $2,625-53.8% |
| Participant deferral / active EE | $2,411 | $7,302-67.0% | $8,071-70.1% | $4,348-44.5% |
| Admin fee / account holder | $391 | $1,750-77.7% | $13,005-97.0% | $1,944-79.9% |