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 | $13,397 | $87,106-84.6% | $105,607-87.3% | $80,935-83.4% |
| Participation rate | 61.8% | 70.4%-8.6pp | 75.3%-13.5pp | 67.7%-5.8pp |
| Annual return | 16.90% | 17.01%-0.1pp | 116.11%-99.2pp | 35.66%-18.8pp |
| Employer contribution / active EE | $1,789 | $2,396-25.3% | $3,167-43.5% | $2,757-35.1% |
| Participant deferral / active EE | $2,445 | $3,986-38.7% | $5,011-51.2% | $4,299-43.1% |
| Admin fee / account holder | $456 | $8,447-94.6% | $10,958-95.8% | $6,924-93.4% |