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 | $164,601 | $162,967+1.0% | $135,792+21.2% | $138,895+18.5% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.6%-22.6pp | 79.9%-29.9pp |
| Annual return | 14.53% | 30.08%-15.5pp | 25.96%-11.4pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $23,250 | $5,640+312.2% | $4,759+388.5% | $6,396+263.5% |
| Admin fee / account holder | $557 | $15,306-96.4% | $12,266-95.5% | $12,562-95.6% |