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 | $10,441 | $111,830-90.7% | $93,696-88.9% | $145,884-92.8% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 13.23% | 204.08%-190.9pp | 133.74%-120.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $660 | $3,093-78.7% | $2,422-72.8% | $4,662-85.8% |
| Participant deferral / active EE | $824 | $4,920-83.3% | $4,417-81.3% | $6,690-87.7% |
| Admin fee / account holder | $990 | $10,249-90.3% | $8,287-88.1% | $13,392-92.6% |