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 | $44,398-45.6% | $103,693-76.7% | $65,191-62.9% |
| Participation rate | 10.5% | 54.3%-43.7pp | 72.6%-62.1pp | 63.0%-52.5pp |
| Annual return | 21.65% | 325.62%-304.0pp | 47.61%-26.0pp | 51.24%-29.6pp |
| Employer contribution / active EE | $81 | $1,702-95.2% | $2,920-97.2% | $2,400-96.6% |
| Participant deferral / active EE | $614 | $1,797-65.8% | $4,579-86.6% | $2,671-77.0% |
| Admin fee / account holder | $1,774 | $856+107.2% | $7,858-77.4% | $907+95.6% |