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 | $6,168 | $124,425-95.0% | $112,040-94.5% | $137,256-95.5% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.5%-21.9pp | 80.0%-25.4pp |
| Annual return | 10.46% | 24.72%-14.3pp | 24.52%-14.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,780 | $5,718-51.4% | $5,098-45.5% | $6,407-56.6% |
| Admin fee / account holder | $1,024 | $15,207-93.3% | $12,098-91.5% | $12,270-91.7% |