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 | $8,550 | $77,814-89.0% | $158,223-94.6% | $86,983-90.2% |
| Participation rate | 50.0% | 68.4%-18.4pp | 79.2%-29.2pp | 69.5%-19.5pp |
| Annual return | 16.75% | 30.54%-13.8pp | 52.09%-35.3pp | 25.83%-9.1pp |
| Employer contribution / active EE | $580 | $2,592-77.6% | $4,109-85.9% | $2,584-77.6% |
| Participant deferral / active EE | $726 | $3,270-77.8% | $5,467-86.7% | $4,194-82.7% |
| Admin fee / account holder | $977 | $5,879-83.4% | $16,047-93.9% | $7,856-87.6% |