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 | $9,776 | $77,962-87.5% | $178,540-94.5% | $80,935-87.9% |
| Participation rate | 23.8% | 65.7%-41.9pp | 77.1%-53.3pp | 67.7%-43.9pp |
| Annual return | 12.71% | 18.10%-5.4pp | 27.15%-14.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $552 | $2,280-75.8% | $3,953-86.0% | $2,757-80.0% |
| Participant deferral / active EE | $980 | $4,404-77.7% | $6,281-84.4% | $4,299-77.2% |
| Admin fee / account holder | $1,513 | $7,156-78.9% | $10,424-85.5% | $6,924-78.2% |