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.
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 | $24,845 | $108,825-77.2% | $156,181-84.1% | $82,448-69.9% |
| Participation rate | 41.4% | 72.4%-31.0pp | 78.8%-37.4pp | 68.1%-26.7pp |
| Annual return | 27.04% | 20.59%+6.4pp | 64.87%-37.8pp | 41.64%-14.6pp |
| Employer contribution / active EE | $1,244 | $2,870-56.6% | $4,294-71.0% | $2,551-51.2% |
| Participant deferral / active EE | $3,877 | $4,577-15.3% | $6,132-36.8% | $4,139-6.3% |
| Admin fee / account holder | $571 | $9,341-93.9% | $14,586-96.1% | $7,234-92.1% |