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 | $24,161 | $39,766-39.2% | $66,674-63.8% | $71,012-66.0% |
| Participation rate | 10.5% | 47.7%-37.1pp | 73.7%-63.1pp | 58.6%-48.0pp |
| Annual return | 21.65% | 181.39%-159.7pp | 321.24%-299.6pp | 37.67%-16.0pp |
| Employer contribution / active EE | $81 | $1,503-94.6% | $2,620-96.9% | $2,348-96.5% |
| Participant deferral / active EE | $614 | $1,868-67.1% | $4,084-85.0% | $3,246-81.1% |
| Admin fee / account holder | $1,774 | $1,097+61.8% | $5,098-65.2% | $1,167+52.0% |