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 | $17,919 | $71,230-74.8% | $93,727-80.9% | $80,959-77.9% |
| Participation rate | 35.1% | 60.4%-25.3pp | 68.7%-33.6pp | 67.7%-32.6pp |
| Annual return | 14.21% | 11.26%+3.0pp | 133.83%-119.6pp | 35.67%-21.5pp |
| Employer contribution / active EE | $886 | $1,565-43.4% | $2,421-63.4% | $2,757-67.9% |
| Participant deferral / active EE | $1,118 | $4,037-72.3% | $4,417-74.7% | $4,300-74.0% |
| Admin fee / account holder | $2,099 | $6,961-69.8% | $8,292-74.7% | $6,925-69.7% |