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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $626 | $174,379-99.6% | $152,093-99.6% | $138,895-99.5% |
| Participation rate | 9.1% | 81.6%-72.6pp | 77.8%-68.7pp | 79.9%-70.8pp |
| Annual return | 8.76% | 74.86%-66.1pp | 66.36%-57.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $329 | $6,159-94.7% | $5,451-94.0% | $6,396-94.9% |
| Admin fee / account holder | $3,635 | $16,880-78.5% | $14,497-74.9% | $12,562-71.1% |