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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,116 | $95,453-56.9% | $112,040-63.3% | $82,448-50.1% |
| Participation rate | 54.8% | 72.8%-17.9pp | 76.5%-21.7pp | 68.1%-13.2pp |
| Annual return | 18.20% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $280 | $2,318-87.9% | $2,954-90.5% | $2,551-89.0% |
| Participant deferral / active EE | $3,877 | $4,224-8.2% | $5,098-23.9% | $4,139-6.3% |
| Admin fee / account holder | $5,063 | $9,013-43.8% | $12,098-58.1% | $7,234-30.0% |