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 | $102,393-75.5% | $147,041-82.9% | $80,911-69.0% |
| Participation rate | 23.1% | 75.9%-52.8pp | 82.2%-59.1pp | 67.6%-44.6pp |
| Annual return | 49.36% | 134.95%-85.6pp | 419.21%-369.9pp | 35.63%+13.7pp |
| Employer contribution / active EE | $2,504 | $3,715-32.6% | $4,935-49.3% | $2,756-9.1% |
| Participant deferral / active EE | $64 | $6,647-99.0% | $8,071-99.2% | $4,297-98.5% |
| Admin fee / account holder | $310 | $7,943-96.1% | $13,006-97.6% | $6,935-95.5% |