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.
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 | $9,071 | $174,379-94.8% | $152,093-94.0% | $138,895-93.5% |
| Participation rate | 58.3% | 81.6%-23.3pp | 77.8%-19.4pp | 79.9%-21.6pp |
| Annual return | 46.32% | 74.86%-28.5pp | 66.36%-20.0pp | 145.39%-99.1pp |
| Employer contribution / active EE | $1,355 | $4,652-70.9% | $4,175-67.5% | $4,194-67.7% |
| Participant deferral / active EE | $3,862 | $6,159-37.3% | $5,451-29.2% | $6,396-39.6% |
| Admin fee / account holder | $353 | $16,880-97.9% | $14,497-97.6% | $12,562-97.2% |