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.
Participant 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 | $91,874 | $106,247-13.5% | $96,515-4.8% | $139,466-34.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 32.51% | 38.47%-6.0pp | 35.73%-3.2pp | 373.66%-341.2pp |
| Employer contribution / active EE | $1,667 | $4,106-59.4% | $3,740-55.4% | $4,754-64.9% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,170 | $7,885-85.2% | $6,735-82.6% | $11,409-89.7% |