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 | $25,700 | $129,227-80.1% | $184,260-86.1% | $77,736-66.9% |
| Participation rate | 11.6% | 87.4%-75.8pp | 86.8%-75.2pp | 70.6%-59.0pp |
| Annual return | 0.00% | 33.24%-33.2pp | 28.84%-28.8pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $192 | $7,307-97.4% | $9,133-97.9% | $4,651-95.9% |
| Admin fee / account holder | $1,081 | $256+322.7% | $13,898-92.2% | $433+149.5% |