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 | $13,152 | $185,312-92.9% | $161,489-91.9% | $154,746-91.5% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 13.09% | 103.84%-90.8pp | 89.72%-76.6pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,121 | $4,769-76.5% | $4,268-73.7% | $4,379-74.4% |
| Participant deferral / active EE | $1,561 | $6,350-75.4% | $5,630-72.3% | $6,730-76.8% |
| Admin fee / account holder | $1,200 | $18,654-93.6% | $16,006-92.5% | $14,365-91.6% |