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.)
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 | $7,380 | $102,429-92.8% | $147,096-95.0% | $80,925-90.9% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.7%-11.7pp |
| Annual return | 35.78% | 135.02%-99.2pp | 419.75%-384.0pp | 35.65%+0.1pp |
| Employer contribution / active EE | $1,267 | $3,716-65.9% | $4,936-74.3% | $2,756-54.0% |
| Participant deferral / active EE | $2,195 | $6,649-67.0% | $8,071-72.8% | $4,299-48.9% |
| Admin fee / account holder | $364 | $7,957-95.4% | $13,005-97.2% | $6,940-94.8% |