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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,629 | $129,737-72.5% | $119,126-70.1% | $154,746-77.0% |
| Participation rate | 58.3% | 78.9%-20.5pp | 75.8%-17.4pp | 80.7%-22.4pp |
| Annual return | 14.23% | 379.08%-364.8pp | 282.11%-267.9pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,189 | $4,375-72.8% | $4,034-70.5% | $4,379-72.9% |
| Participant deferral / active EE | $1,658 | $5,842-71.6% | $5,318-68.8% | $6,730-75.4% |
| Admin fee / account holder | $2,468 | $11,961-79.4% | $10,693-76.9% | $14,365-82.8% |