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 | $16,614 | $106,864-84.5% | $147,318-88.7% | $82,637-79.9% |
| Participation rate | 0.0% | 75.5%-75.5pp | 82.1%-82.1pp | 68.1%-68.1pp |
| Annual return | 15.70% | 27.49%-11.8pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,809 | $3,417-47.0% | $4,593-60.6% | $2,552-29.1% |
| Participant deferral / active EE | $9,576 | $6,496+47.4% | $7,906+21.1% | $4,126+132.1% |
| Admin fee / account holder | $5,609 | $8,415-33.3% | $13,708-59.1% | $7,339-23.6% |