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 | $1,072 | $58,057-98.2% | $97,032-98.9% | $86,983-98.8% |
| Participation rate | 64.5% | 60.4%+4.2pp | 71.6%-7.0pp | 69.5%-5.0pp |
| Annual return | 0.00% | 22.26%-22.3pp | 35.38%-35.4pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,575 | $3,244-51.5% | $4,672-66.3% | $4,194-62.5% |
| Admin fee / account holder | $330 | $4,839-93.2% | $9,418-96.5% | $7,856-95.8% |