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 | $129,068 | $154,209-16.3% | $130,062-0.8% | $139,487-7.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 6.53% | 32.52%-26.0pp | -137.37%+143.9pp | 373.84%-367.3pp |
| Employer contribution / active EE | $3,139 | $5,292-40.7% | $4,322-27.4% | $4,755-34.0% |
| Participant deferral / active EE | $15,000 | $6,709+123.6% | $5,821+157.7% | $6,713+123.5% |
| Admin fee / account holder | $769 | $13,988-94.5% | $10,601-92.7% | $11,407-93.3% |