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 | $14,062 | $115,931-87.9% | $185,441-92.4% | $86,983-83.8% |
| Participation rate | 52.0% | 73.6%-21.6pp | 80.3%-28.3pp | 69.5%-17.5pp |
| Annual return | 15.46% | 21.47%-6.0pp | 20.16%-4.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $1,819 | $2,937-38.1% | $4,672-61.1% | $2,584-29.6% |
| Participant deferral / active EE | $679 | $4,551-85.1% | $6,152-89.0% | $4,194-83.8% |
| Admin fee / account holder | $30,907 | $10,687+189.2% | $17,890+72.8% | $7,856+293.4% |