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.
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 | $97,008 | $111,535-13.0% | $105,223-7.8% | $137,256-29.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 11.08% | 237.85%-226.8pp | 180.65%-169.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $933 | $3,939-76.3% | $3,689-74.7% | $4,156-77.5% |
| Participant deferral / active EE | $15,500 | $5,500+181.8% | $5,072+205.6% | $6,407+141.9% |
| Admin fee / account holder | $790 | $9,721-91.9% | $8,859-91.1% | $12,270-93.6% |