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 | $2,469 | $72,426-96.6% | $67,560-96.3% | $145,897-98.3% |
| Participation rate | 61.5% | 76.9%-15.4pp | 72.9%-11.4pp | 80.3%-18.8pp |
| Annual return | 10.86% | 7226.78%-7215.9pp | 3533.50%-3522.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $394 | $3,074-87.2% | $2,737-85.6% | $4,663-91.5% |
| Participant deferral / active EE | $420 | $4,785-91.2% | $4,004-89.5% | $6,689-93.7% |
| Admin fee / account holder | $352 | $5,514-93.6% | $3,994-91.2% | $13,390-97.4% |