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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,120 | $160,040-76.2% | $147,096-74.1% | $145,877-73.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.84% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,734 | $5,289-67.2% | $4,936-64.9% | $4,663-62.8% |
| Participant deferral / active EE | $1,953 | $8,429-76.8% | $8,071-75.8% | $6,691-70.8% |
| Admin fee / account holder | $17,015 | $15,050+13.1% | $13,005+30.8% | $13,402+27.0% |