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 | $55,437+32.2% | $155,534-52.9% | $74,459-1.6% |
| Participation rate | 13.7% | 61.9%-48.2pp | 78.2%-64.5pp | 67.2%-53.5pp |
| Annual return | 9.28% | 269.58%-260.3pp | 64.92%-55.6pp | 1369.70%-1360.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $622 | $2,837-78.1% | $5,630-89.0% | $4,350-85.7% |
| Admin fee / account holder | $1,035 | $1,742-40.6% | $15,900-93.5% | $1,945-46.8% |