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 | $30,181 | $36,948-18.3% | $73,658-59.0% | $87,485-65.5% |
| Participation rate | 19.4% | 46.8%-27.4pp | 57.0%-37.6pp | 68.9%-49.5pp |
| Annual return | 12.72% | 28.64%-15.9pp | 29.72%-17.0pp | 26.06%-13.3pp |
| Employer contribution / active EE | $199 | $670-70.4% | $1,032-80.8% | $2,596-92.4% |
| Participant deferral / active EE | $496 | $1,379-64.0% | $2,062-75.9% | $4,274-88.4% |
| Admin fee / account holder | $2,299 | $2,531-9.2% | $3,357-31.5% | $7,775-70.4% |