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.
Employer 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 | $5,442 | $124,213-95.6% | $118,106-95.4% | $154,746-96.5% |
| Participation rate | 66.7% | 83.6%-16.9pp | 81.9%-15.2pp | 80.7%-14.0pp |
| Annual return | 0.00% | 18.29%-18.3pp | 19.44%-19.4pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,441 | $4,905-70.6% | $4,698-69.3% | $4,379-67.1% |
| Participant deferral / active EE | $3,439 | $6,859-49.9% | $6,619-48.0% | $6,730-48.9% |
| Admin fee / account holder | $2,576 | $9,627-73.2% | $8,973-71.3% | $14,365-82.1% |