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.)
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 | $7,314 | $114,013-93.6% | $103,693-92.9% | $155,188-95.3% |
| Participation rate | 68.4% | 75.2%-6.8pp | 72.6%-4.2pp | 80.8%-12.4pp |
| Annual return | 4.63% | 49.31%-44.7pp | 47.61%-43.0pp | 148.84%-144.2pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,442 | $4,970-30.7% | $4,579-24.8% | $6,531-47.3% |
| Admin fee / account holder | $1,504 | $8,407-82.1% | $7,858-80.9% | $14,480-89.6% |