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 | $18,662 | $87,060-78.6% | $105,591-82.3% | $80,911-76.9% |
| Participation rate | 12.9% | 70.4%-57.5pp | 75.3%-62.4pp | 67.6%-54.7pp |
| Annual return | 0.00% | 17.05%-17.0pp | 116.43%-116.4pp | 35.63%-35.6pp |
| Employer contribution / active EE | $833 | $2,396-65.2% | $3,166-73.7% | $2,756-69.8% |
| Participant deferral / active EE | $1,436 | $3,986-64.0% | $5,008-71.3% | $4,297-66.6% |
| Admin fee / account holder | $490 | $8,442-94.2% | $11,024-95.6% | $6,935-92.9% |