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 | $15,688 | $183,539-91.5% | $155,556-89.9% | $145,897-89.2% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 22.68% | 61.31%-38.6pp | 64.84%-42.2pp | 552.29%-529.6pp |
| Employer contribution / active EE | $455 | $5,315-91.4% | $4,675-90.3% | $4,663-90.2% |
| Participant deferral / active EE | $2,863 | $6,467-55.7% | $5,631-49.2% | $6,689-57.2% |
| Admin fee / account holder | $328 | $19,275-98.3% | $15,885-97.9% | $13,390-97.6% |