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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,320 | $73,787+34.6% | $98,716+0.6% | $82,448+20.5% |
| Participation rate | 50.9% | 61.4%-10.5pp | 69.3%-18.4pp | 68.1%-17.2pp |
| Annual return | 12.95% | 18.57%-5.6pp | 31.81%-18.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,153 | $3,081+2.3% | $4,048-22.1% | $4,139-23.8% |
| Admin fee / account holder | $17,454 | $6,500+168.5% | $8,703+100.6% | $7,234+141.3% |