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 | $12,549 | $61,605-79.6% | $112,273-88.8% | $75,173-83.3% |
| Participation rate | 21.4% | 61.7%-40.3pp | 72.4%-51.0pp | 67.2%-45.8pp |
| Annual return | 42.35% | 28.47%+13.9pp | 30.23%+12.1pp | 160.72%-118.4pp |
| Employer contribution / active EE | $319 | $2,015-84.2% | $3,431-90.7% | $2,671-88.1% |
| Participant deferral / active EE | $1,713 | $3,108-44.9% | $4,800-64.3% | $4,126-58.5% |
| Admin fee / account holder | $510 | $4,862-89.5% | $7,752-93.4% | $5,651-91.0% |