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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,299 | $55,446+32.2% | $155,574-52.9% | $74,429-1.5% |
| Participation rate | 13.7% | 61.9%-48.2pp | 78.2%-64.5pp | 67.2%-53.5pp |
| Annual return | 9.28% | 269.20%-259.9pp | 64.87%-55.6pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $622 | $2,836-78.1% | $5,629-89.0% | $4,348-85.7% |
| Admin fee / account holder | $1,035 | $1,743-40.6% | $15,914-93.5% | $1,944-46.8% |