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 | $3,571 | $114,119-96.9% | $107,187-96.7% | $138,895-97.4% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 16.48% | 273.21%-256.7pp | 204.55%-188.1pp | 145.39%-128.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $661 | $5,538-88.1% | $5,096-87.0% | $6,396-89.7% |
| Admin fee / account holder | $5,185 | $10,024-48.3% | $9,162-43.4% | $12,562-58.7% |