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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,741 | $88,710-55.2% | $81,783-51.4% | $145,959-72.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.73% | 1027.26%-1018.5pp | 775.05%-766.3pp | 561.95%-553.2pp |
| Employer contribution / active EE | $1,470 | $3,083-52.3% | $2,913-49.5% | $4,661-68.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $492 | $8,407-94.1% | $7,380-93.3% | $13,398-96.3% |