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 | $6,525 | $155,555-95.8% | $146,866-95.6% | $155,188-95.8% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.5%-62.5pp | 80.8%-60.8pp |
| Annual return | 0.00% | 115.41%-115.4pp | 102.85%-102.9pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,388 | $8,044+4.3% | $7,759+8.1% | $6,531+28.4% |
| Admin fee / account holder | $1,305 | $14,755-91.2% | $13,620-90.4% | $14,480-91.0% |