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 | $2,108 | $209,336-99.0% | $197,124-98.9% | $137,256-98.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 0.00% | 48.09%-48.1pp | 44.34%-44.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,675 | $6,591-74.6% | $6,227-73.1% | $4,156-59.7% |
| Participant deferral / active EE | $1,919 | $9,614-80.0% | $9,135-79.0% | $6,407-70.0% |
| Admin fee / account holder | $1,835 | $17,308-89.4% | $16,298-88.7% | $12,270-85.0% |