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 | $42,805 | $95,453-55.2% | $112,040-61.8% | $82,448-48.1% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.5%-40.1pp | 68.1%-31.7pp |
| Annual return | 8.86% | 23.92%-15.1pp | 24.52%-15.7pp | 41.64%-32.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,352 | $4,224-68.0% | $5,098-73.5% | $4,139-67.3% |
| Admin fee / account holder | $18,077 | $9,013+100.6% | $12,098+49.4% | $7,234+149.9% |