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.
Employer 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 | $2,810 | $100,147-97.2% | $81,286-96.5% | $145,877-98.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 0.00% | 34.44%-34.4pp | 24.80%-24.8pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,397 | $4,607-4.6% | $3,883+13.2% | $6,691-34.3% |
| Admin fee / account holder | $676 | $8,201-91.8% | $5,764-88.3% | $13,402-95.0% |