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 | $25,075 | $102,422-75.5% | $147,117-83.0% | $80,959-69.0% |
| Participation rate | 23.1% | 75.9%-52.8pp | 82.2%-59.1pp | 67.7%-44.6pp |
| Annual return | 49.36% | 135.16%-85.8pp | 420.54%-371.2pp | 35.67%+13.7pp |
| Employer contribution / active EE | $2,504 | $3,717-32.6% | $4,932-49.2% | $2,757-9.2% |
| Participant deferral / active EE | $64 | $6,652-99.0% | $8,065-99.2% | $4,300-98.5% |
| Admin fee / account holder | $310 | $7,953-96.1% | $12,993-97.6% | $6,925-95.5% |