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.
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 | $22,894 | $135,905-83.2% | $126,068-81.8% | $198,609-88.5% |
| Participation rate | 66.7% | 85.6%-19.0pp | 84.7%-18.0pp | 82.4%-15.7pp |
| Annual return | 22.98% | 14.07%+8.9pp | 15.01%+8.0pp | 202.70%-179.7pp |
| Employer contribution / active EE | $3,786 | $4,245-10.8% | $3,968-4.6% | $5,055-25.1% |
| Participant deferral / active EE | $12,631 | $8,523+48.2% | $8,214+53.8% | $6,977+81.0% |
| Admin fee / account holder | $626 | $21,036-97.0% | $18,264-96.6% | $19,030-96.7% |