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 | $28,806 | $78,690-63.4% | $161,489-82.2% | $87,485-67.1% |
| Participation rate | 63.0% | 67.5%-4.5pp | 78.7%-15.7pp | 68.9%-6.0pp |
| Annual return | 9.58% | 32.74%-23.2pp | 89.72%-80.1pp | 26.06%-16.5pp |
| Employer contribution / active EE | $1,041 | $2,588-59.8% | $4,268-75.6% | $2,596-59.9% |
| Participant deferral / active EE | $357 | $3,311-89.2% | $5,630-93.7% | $4,274-91.7% |
| Admin fee / account holder | $14,753 | $6,724+119.4% | $16,006-7.8% | $7,775+89.8% |