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 | $147,588 | $87,037+69.6% | $106,201+39.0% | $80,874+82.5% |
| Participation rate | 45.2% | 70.4%-25.2pp | 75.3%-30.1pp | 67.6%-22.4pp |
| Annual return | 8.69% | 17.05%-8.4pp | 116.26%-107.6pp | 35.62%-26.9pp |
| Employer contribution / active EE | $454 | $2,396-81.0% | $3,170-85.7% | $2,756-83.5% |
| Participant deferral / active EE | $2,506 | $3,986-37.1% | $5,012-50.0% | $4,297-41.7% |
| Admin fee / account holder | $33,104 | $8,434+292.5% | $11,039+199.9% | $6,935+377.3% |