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 | $17,280 | $64,920-73.4% | $103,693-83.3% | $86,983-80.1% |
| Participation rate | 59.6% | 63.6%-4.0pp | 72.6%-13.0pp | 69.5%-9.9pp |
| Annual return | 0.00% | 30.29%-30.3pp | 47.61%-47.6pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,618 | $3,241-19.2% | $4,579-42.8% | $4,194-37.6% |
| Admin fee / account holder | $344 | $6,191-94.4% | $7,858-95.6% | $7,856-95.6% |