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 | $30,282 | $81,233-62.7% | $155,567-80.5% | $80,874-62.6% |
| Participation rate | 42.3% | 66.2%-24.0pp | 78.2%-35.9pp | 67.6%-25.4pp |
| Annual return | 11.27% | 33.33%-22.1pp | 64.74%-53.5pp | 35.62%-24.3pp |
| Employer contribution / active EE | $757 | $3,101-75.6% | $4,674-83.8% | $2,756-72.5% |
| Participant deferral / active EE | $618 | $3,452-82.1% | $5,628-89.0% | $4,297-85.6% |
| Admin fee / account holder | $5,330 | $7,998-33.4% | $15,916-66.5% | $6,935-23.1% |