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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,888 | $117,846-89.1% | $102,434-87.4% | $145,884-91.2% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 2.04% | 31.90%-29.9pp | 29.46%-27.4pp | 551.85%-549.8pp |
| Employer contribution / active EE | $2,238 | $3,615-38.1% | $3,023-26.0% | $4,662-52.0% |
| Participant deferral / active EE | $4,794 | $5,733-16.4% | $5,055-5.2% | $6,690-28.3% |
| Admin fee / account holder | $672 | $13,356-95.0% | $9,462-92.9% | $13,392-95.0% |