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 | $7,116 | $80,332-91.1% | $107,187-93.4% | $64,097-88.9% |
| Participation rate | 59.0% | 54.4%+4.6pp | 75.0%-16.0pp | 55.2%+3.9pp |
| Annual return | 0.00% | 24.26%-24.3pp | 204.55%-204.5pp | 34.64%-34.6pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $3,964 | $3,109+27.5% | $5,096-22.2% | $3,080+28.7% |
| Admin fee / account holder | $475 | $4,314-89.0% | $9,162-94.8% | $3,454-86.3% |