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 | $144,853 | $81,331+78.1% | $155,534-6.9% | $80,935+79.0% |
| Participation rate | 29.2% | 66.3%-37.1pp | 78.2%-49.1pp | 67.7%-38.5pp |
| Annual return | 9.67% | 33.37%-23.7pp | 64.92%-55.2pp | 35.66%-26.0pp |
| Employer contribution / active EE | $262 | $3,105-91.6% | $4,675-94.4% | $2,757-90.5% |
| Participant deferral / active EE | $1,755 | $3,454-49.2% | $5,630-68.8% | $4,299-59.2% |
| Admin fee / account holder | $14,041 | $7,999+75.5% | $15,900-11.7% | $6,924+102.8% |