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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,491 | $102,382-43.8% | $147,005-60.9% | $80,874-28.9% |
| Participation rate | 51.9% | 75.8%-24.0pp | 82.2%-30.3pp | 67.6%-15.8pp |
| Annual return | 11.71% | 134.89%-123.2pp | 418.76%-407.1pp | 35.62%-23.9pp |
| Employer contribution / active EE | $714 | $3,715-80.8% | $4,934-85.5% | $2,756-74.1% |
| Participant deferral / active EE | $3,690 | $6,646-44.5% | $8,070-54.3% | $4,297-14.1% |
| Admin fee / account holder | $33,695 | $7,942+324.2% | $13,006+159.1% | $6,935+385.9% |