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 | $10,342 | $110,379-90.6% | $102,412-89.9% | $145,884-92.9% |
| Participation rate | 26.3% | 77.9%-51.6pp | 74.5%-48.2pp | 80.3%-54.0pp |
| Annual return | 41.44% | 24.84%+16.6pp | 24.94%+16.5pp | 551.85%-510.4pp |
| Employer contribution / active EE | $310 | $4,216-92.6% | $3,870-92.0% | $4,662-93.3% |
| Participant deferral / active EE | $2,975 | $5,622-47.1% | $5,060-41.2% | $6,690-55.5% |
| Admin fee / account holder | $972 | $9,745-90.0% | $8,388-88.4% | $13,392-92.7% |