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 | $595 | $70,366-99.2% | $66,674-99.1% | $138,895-99.6% |
| Participation rate | 69.2% | 76.2%-6.9pp | 73.7%-4.4pp | 79.9%-10.7pp |
| Annual return | 201.45% | 386.41%-185.0pp | 321.24%-119.8pp | 145.39%+56.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $591 | $4,374-86.5% | $4,084-85.5% | $6,396-90.8% |
| Admin fee / account holder | $346 | $5,262-93.4% | $5,098-93.2% | $12,562-97.2% |